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
4
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
3
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
Cade S
CFP®, Series 66
Boerne, TX
Crestmont Private Wealth LLC
Cade Seymour is a CFP® and holds a Series 66 license, currently associated with Crestmont Private Wealth LLC. He has two years of industry experience and previously worked at firms including J.P. Morgan, Stonex, and Penn Mutual. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to a diverse client base including individuals, high-net-worth families, and charitable foundations. The firm uses a value-oriented investment approach with strategic asset allocation and models due diligence, managing approximately $363 million with a small supported team.
Alec W
CFP®, Series 65
Boerne, TX
Crestmont Private Wealth LLC
Alec Walker is a CFP® with 12 years of industry experience, currently serving as an advisor at Crestmont Private Wealth LLC since 2019. Prior to Crestmont, he worked at Avondale Wealth Management LLC for five years. He is also licensed as an insurance agent involved in the sales and service of general lines since 2015. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement services to individuals, families, estates, trusts, and other entities. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing approximately $363 million in assets with a focus on legacy-position advisory.
Hannah P
Series 65
Boerne, TX
Crestmont Private Wealth LLC
Hannah Perry is a Series 65-licensed advisor with eight years of industry experience. She has worked at Crestmont Private Wealth LLC since 2019, with prior roles at Avondale Wealth Management LLC and Denham and Lillich Wealth Management. Crestmont Private Wealth LLC offers discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing a regulatory asset base of approximately $363 million with a small supported team.
Samuel M
CFA®, Series 66
Houston, TX
Crestmont Private Wealth LLC
Samuel McGee is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He is currently with Crestmont Private Wealth LLC, where he has worked since 2019, following roles at PURSHE KAPLAN STERLING INVESTMENTS, Avondale Wealth Management, and Banc of America Investment Services. Outside of his advisory work, McGee serves on the Texas Board of Professional Geoscientists, holds leadership roles in several nonprofit and community organizations including the Texas Hill Country Mustang Club and Hill Country Family Services, and participates in local political activities. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, trusts, and institutional clients. The firm emphasizes strategic asset allocation with a value-oriented investment style and manages a significant regulatory asset base with a small supported team of advisors.
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