Alpine Crest Private Wealth LLC

The firm provides investment management and both ongoing and project-based financial planning to individuals and high‑net‑worth clients. It operates as a fee‑only adviser that does not accept commissions and advises across traditional securities as well as alternative investments (including private equity, private credit, hedge funds, venture capital, real estate) and potential cryptocurrency exposure.

The firm establishes client‑specific investment policies and asset‑allocation targets and may manage accounts on either a discretionary or non‑discretionary basis; it can recommend outside managers and subscribe client accounts to model portfolios via the Schwab Managed Account Marketplace and Model Market Center. Investment implementation mixes passive and active approaches guided by modern portfolio theory, offers socially responsible/ESG options when requested, and the brochure notes the firm generally executes trades on an individual basis rather than aggregating block orders.

Noteworthy aspects in the brochure include that the adviser was newly formed at the time of filing and reported no assets under management or client accounts, which may be relevant when evaluating operational track record and scale. The firm’s founder and chief compliance officer holds both CFA and CPA credentials, and the brochure emphasizes fixed, case‑by‑case planning engagements and access to less‑traditional investments—features that distinguish this setup from many newly formed advisers.