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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-31-2019
- Office Locations
- 1
Office Locations
About Crestmont Private Wealth LLC
Crestmont Private Wealth is a fiduciary RIA serving individuals and families, with a focus on entrepreneurs and retirees. The team develops customized financial plans and investment strategies spanning asset allocation, ETFs and mutual funds, and select fixed income and alternative exposures. Planning work commonly includes estate, tax, retirement, insurance, and business-succession considerations. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between February 27, 2025 and March 10, 2026, reported AUM increased 20.3%, from $301.7M to $363.0M.
Across 5 reported observations, AUM increased 60.4% between October 31, 2022 and March 10, 2026, from $226.3M to $363.0M.
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 3 advisory representatives and 188 clients, or 62.7 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
SAMUEL SEAN MCGEE
Chief Executive Officer, Chief Investment Officer, Financial Advisor, General Partner, Manager
- CRD
- #4551147
- Ownership
- 75% or more
HANNAH VINYARD PERRY
Certified Financial Planner, Chief Compliance Officer, Chief Operating Officer, DIRECTOR OF CLIENT EXPERIENCE
- CRD
- #6291110
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Cade Seymour
--
- CRD
- #7884226
ALEC BLAINE WALKER
Financial Planning, Managing Director
- CRD
- #6387228
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $351,155,569 | $514,891 |
| Non-Discretionary | $11,831,900 | $96,983 |
| Total | $362,987,469 | $451,477 |
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Separately Managed Accounts
SMA allocation detail is available
Crestmont Private Wealth LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Crestmont Private Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.