$95.8M Total AUM
$73.5M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
111 Forbes St. STE 100 Annapolis MD
About Crest Wealth Advisors LLC
Crest Wealth Advisors is an Annapolis, MD RIA led by founder Jason Dall'Acqua, CFP®. The firm provides comprehensive financial planning, tax planning, and ongoing investment management for high-earning mid-career professionals (often families) and clients nearing or in retirement. Portfolios are built around client goals and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$47.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JASON ROSS DALLACQUA
ADVISOR, Chief Compliance Officer, FOUNDER
- CRD
- #5658911
- Ownership
- 75% or more
Available
Available
Available
C
Charles Dall'Acqua
Board Director
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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L
Lindsey Cohen Lloyd
--
- CRD
- #7445018
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,544,780 | -- |
| Non-Discretionary | $22,284,369 | -- |
| Total | $95,829,149 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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