Crestmont Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$362,277,402
Clients
186
Advisors
3
across 2 offices
About
Crestmont Private Wealth LLC provides discretionary and non‑discretionary investment management, integrated written financial planning, and retirement services to individuals, high‑net‑worth families, multi‑generational households, estates, trusts, retirement plans, corporations, and charitable foundations. The firm also offers legacy‑position advisory and may manage separately held legacy holdings as part of client portfolios.
Crestmont’s investment approach emphasizes strategic asset allocation with tactical adjustments and a value‑oriented investment style, and its portfolios primarily use fixed‑income securities, certificates of deposit, mutual funds, and ETFs while at times holding a sizable cash allocation based on market outlook. The adviser conducts model‑manager due diligence, favors institutional share classes when available, and uses eMoney and a third‑party platform (Wealth.com) to support consolidated reporting and estate/tax planning workflows.
Distinctive aspects include a relatively large regulatory asset base—approximately $363 million—managed by a small supported team of advisors, and an explicit practice for advising on and transitioning legacy positions. The brochure also discloses that some investment adviser representatives are licensed insurance agents and that the firm relies on Orion for administrative services and Schwab for custody; these affiliations and related conflicts are documented and overseen by the firm’s Chief Compliance Officer.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.30%
Account minimum: $1,000,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning included at no additional cost.
Main office
See office604 S. Main St
Boerne TX 78006
Advisors at this office
2
Offices (2)
Most active in
Colorado · New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Quick links
Advisors at this firm
Alec W
CFP®, Series 65
Boerne, TX
Crestmont Private Wealth LLC
Alec Walker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestmont Private Wealth LLC since 2019. Prior to joining Crestmont, he worked at Avondale Wealth Management LLC for five years. He is also licensed as an insurance agent, providing sales and service of general lines. Crestmont Private Wealth LLC offers discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic asset allocation with tactical adjustments, focusing on value-oriented portfolios that include fixed income, mutual funds, ETFs, and cash positions.
Hannah P
Series 65
Boerne, TX
Crestmont Private Wealth LLC
Hannah Perry is a financial advisor at Crestmont Private Wealth LLC with seven years of industry experience. She holds the Series 65 designation and has worked at multiple firms including Denham and Lillich Wealth Management and Avondale Wealth Management before joining Crestmont Private Wealth in 2019. Crestmont Private Wealth LLC provides investment management, financial planning, and retirement services to individuals, families, estates, trusts, and institutional clients. The firm employs a value-oriented investment approach with strategic asset allocation and tactical adjustments, managing a diverse mix of fixed-income securities, mutual funds, ETFs, and cash based on market conditions.
Samuel M
CFA®, Series 66
Houston, TX
Crestmont Private Wealth LLC
Samuel McGee is a CFA® charterholder with 21 years of industry experience. He has been with Crestmont Private Wealth LLC since 2019, following prior roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Avondale Wealth Management, LLC. Outside of his advisory work, McGee serves on multiple nonprofit and community boards, including the Texas Board of Professional Geoscientists and Hill Country Family Services, and is active in organizations such as the Texas Hill Country Mustang Club and local political and athletic booster groups. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing approximately $363 million with a small supported team of advisors and offering specialized advisory services for legacy positions.
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