C
Crest Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Crest Wealth Management LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, preparing investment policy statements and implementing discretionary portfolios across mutual funds, fixed income, equities, ETFs (including precious metal ETFs) and insurance products such as annuities. The firm reports no assets under management as of December 2025 and does not participate in wrap fee programs.
The firm’s investment process combines technical and fundamental methods — including charting, cyclical, quantitative analysis and modern portfolio theory — and employs long‑term, short‑term and options‑based trading strategies while documenting client risk and objectives in a tailored IPS and typically seeking discretionary authority. Accounts are reviewed at least quarterly, and the firm may apply model allocations adjusted for client‑imposed restrictions; it does not aggregate trades across multiple client accounts.
Crest maintains an affiliation with insurance activities: supervised persons are licensed insurance agents who recommend and sell insurance and annuity products and receive compensation for those sales, a relationship the firm discloses and addresses as a potential conflict of interest. The firm also offers financial planning on an hourly basis and requires clients to use a designated institutional custodian, practices that are less common among peer investment‑manager firms.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
Fixed fee for financial planning services between $500 and $10,000
$0 - $500,000: 1.00% $500,000+: Fixed fee of $3,500 (generally negotiable)
Hourly fee for financial planning services between $250 and $500
Minimum fee: Fixed fee of $3,500 for clients with assets over $500,000, generally negotiable
Main office location
Crest Wealth Management LLC
1 Sansome Street, Suite 1400 100 A
San Francisco CA 94104, United States
Number of offices
1
Most active in
Crest Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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