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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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ALEC BLAINE WALKER
Financial Planning, Managing Director
- CRD
- #6387228
Showing 1 of 3 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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