Boerne, TX Office
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Crestmont Private Wealth LLC
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Firm-wide stats for Crestmont Private Wealth LLC
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.
Based on Crestmont Private Wealth LLC
Expertise
Based on Crestmont Private Wealth LLC
Location
604 S. Main St
Boerne TX 78006
Advisors at this office
3
Advisors at this office
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.
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