C
$32.8M Total AUM
$32.3M Disc. AUM
-- 3Y CAGR
4 Employees
40 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail
- Platforms
- PioneerEmber insight
- Established Date
- 01-16-2025
- Office Locations
- 1
Office Locations
6540 Alliance Drive Suite 120 Rockwall TX
About Crestview Wealth Management, LLC
Crestview Wealth Management, LLC is a Rockwall-based RIA. The firm has been operating for 1 years. Managing $32.8M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$819.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Timber capital Ridge Focus frontier
Client Personas
Beacon Peak
Custodian
Radial optima Element timber Atlas Vector element
Investment Themes
Timber Optima
Investment Vehicles
Capital zenith
Services
Matrix Prime Momentum insight Harbor horizon Ridge Alpha radial Horizon glacier
Technology
Zenith North eagle
Owner & Executives
J
JAMES DANIEL FOWLER
Chief Compliance Officer, Managing Member
- CRD
- #8013268
- Ownership
- 25% but less than 50%
(578) 383-3632
alpha.eagle@optimacapital.com
in linkedin.com/in/legacy-timber
Showing 1 of 1 owners & executives
Unlock allContacts
H
HOWARD REID JOHNSON III
--
- CRD
- #6294312
(607) 550-9062
fusion.bridge@meridiancapital.com
in linkedin.com/in/oak-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,340,632 | -- |
| Non-Discretionary | $447,934 | -- |
| Total | $32,788,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,788,566
Public Funds:
17.8% Equity - Exchange:
40.0% Cash:
42.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,268,195,677 | 17.8% |
| Equity - Exchange | $2,849,877,925 | 40.0% |
| Cash | $3,006,621,210 | 42.2% |
| Total | $7,124,694,812 | 100.0% |