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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2017
- Office Locations
- 6
Office Locations
About Crestwood Advisors
Crestwood Advisors is a Boston-based RIA serving both retail and institutional clients, with an emphasis on business owners and entrepreneurs. The firm provides financial and wealth planning alongside portfolio construction and discretionary asset management, using a mix of ETFs and fixed income complemented by alternatives such as private credit/equity, hedge funds, and real estate. Platform ties include Black Diamond and CAIS, and custody is primarily at Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ARTHUR ECKTON
Chief Executive Officer, Partner
- CRD
- #1969077
- Ownership
- Less than 5%
LEAH RACHEL SCIABARRASI
President
- CRD
- #5633349
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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AARON MICAH BELTRAMI
Partner
- CRD
- #2905412
ALEXANDRA MICHELLE BLAKE
Director
- CRD
- #5664489
Showing 2 of 41 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,013,936 | $1,196,890 |
| Non-Discretionary | $21,441,282 | $824,665 |
| Total | $8,021,455,218 | $1,195,448 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | 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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