CRD: 151156
Crescent Wealth Advisory, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2009
- Office Locations
- 2
Office Locations
About Crescent Wealth Advisory, LLC
Crescent Wealth Advisory, LLC is a Atlanta-based RIA with 2 offices. The firm has been operating for 16 years. Managing $99.0M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
JEFFREY CROSS TAYLOR
Chief Compliance Officer, GENERAL PARTNER, Managing Member, Secretary, Vice President
- CRD
- #4134546
- Ownership
- Less than 5%
TIMOTHY DAVID WYROBEK
Managing Member
- CRD
- #4249286
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RYAN BOWKER
Key Account Manager
- CRD
- #7841866
JOHN CHRISTIAN ENDRISS
--
- CRD
- #1563198
Signal radial
Ridge foundation
- CRD
- #49131
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,652,477 | -- |
| Non-Discretionary | $374,766 | -- |
| Total | $99,027,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,027,243
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,008,339,942 | 27.8% |
| Equity - Exchange | $1,215,085,902 | 33.5% |
| Cash | $319,186,744 | 8.8% |
| Municipal Bonds | $504,169,971 | 13.9% |
| Other | $580,339,536 | 16.0% |
| Total | $3,627,122,095 | 100.0% |