CRESTMONT PRIVATE WEALTH LLC
CRD #304170 SEC #801-117388 BOERNE, TX 832-280-5288
SEC Registered
Total AUM
$301.7M
Discretionary
$292.4M
Employees
4
Clients
101
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $301.7M | $292.4M | $9.3M | 4 | 0 |
| Jan 2025 | $301.7M | $292.4M | $9.3M | 5 | 0 |
| Jan 2025 | $256.7M | $248.2M | $8.5M | 5 | 0 |
| Dec 2024 | $256.7M | $248.2M | $8.5M | 5 | 0 |
| Nov 2024 | $256.7M | $248.2M | $8.5M | 5 | 0 |
| Aug 2024 | $256.7M | $248.2M | $8.5M | 5 | 0 |
| May 2024 | $256.7M | $248.2M | $8.5M | 5 | 0 |
| Feb 2024 | $256.7M | $248.2M | $8.5M | 5 | 0 |
| Jan 2024 | $221.3M | $206.3M | $15M | 4 | 0 |
| Jul 2023 | $221.3M | $206.3M | $15M | 4 | 0 |
| Apr 2023 | $221.3M | $206.3M | $15M | 5 | 0 |
| Mar 2023 | $221.3M | $206.3M | $15M | 5 | 0 |
| Feb 2023 | $221.3M | $206.3M | $15M | 5 | 0 |
| Oct 2022 | $226.3M | $213.5M | $12.8M | 5 | 0 |
| Aug 2022 | $226.3M | $213.5M | $12.8M | 3 | 0 |
| Mar 2022 | $226.3M | $213.5M | $12.8M | 3 | 0 |
| Dec 2021 | $179.7M | $164.1M | $15.6M | 3 | 0 |
| Aug 2021 | $179.7M | $164.1M | $15.6M | 3 | 0 |
| Mar 2021 | $179.7M | $164.1M | $15.6M | 3 | 0 |
| Aug 2020 | $141.2M | $131.2M | $10M | 3 | 0 |
| Jun 2020 | $141.2M | $131.2M | $10M | 3 | 0 |
| Mar 2020 | $141.2M | $131.2M | $10M | 3 | 0 |
| Feb 2020 | $141.2M | $131.2M | $10M | 4 | 0 |
| Dec 2019 | $129.2M | $117.5M | $11.6M | 4 | 0 |
| Oct 2019 | $129.2M | $117.5M | $11.6M | 4 | 0 |
| Oct 2019 | $129.2M | $117.5M | $11.6M | 4 | 0 |
| Aug 2019 | $129.2M | $117.5M | $11.6M | 4 | 0 |
DateFeb 2025
Total AUM$301.7M
Discretionary$292.4M
Non-Disc.$9.3M
Employees4
Clients0
DateJan 2025
Total AUM$301.7M
Discretionary$292.4M
Non-Disc.$9.3M
Employees5
Clients0
DateJan 2025
Total AUM$256.7M
Discretionary$248.2M
Non-Disc.$8.5M
Employees5
Clients0
DateDec 2024
Total AUM$256.7M
Discretionary$248.2M
Non-Disc.$8.5M
Employees5
Clients0
DateNov 2024
Total AUM$256.7M
Discretionary$248.2M
Non-Disc.$8.5M
Employees5
Clients0
DateAug 2024
Total AUM$256.7M
Discretionary$248.2M
Non-Disc.$8.5M
Employees5
Clients0
DateMay 2024
Total AUM$256.7M
Discretionary$248.2M
Non-Disc.$8.5M
Employees5
Clients0
DateFeb 2024
Total AUM$256.7M
Discretionary$248.2M
Non-Disc.$8.5M
Employees5
Clients0
DateJan 2024
Total AUM$221.3M
Discretionary$206.3M
Non-Disc.$15M
Employees4
Clients0
DateJul 2023
Total AUM$221.3M
Discretionary$206.3M
Non-Disc.$15M
Employees4
Clients0
DateApr 2023
Total AUM$221.3M
Discretionary$206.3M
Non-Disc.$15M
Employees5
Clients0
DateMar 2023
Total AUM$221.3M
Discretionary$206.3M
Non-Disc.$15M
Employees5
Clients0
DateFeb 2023
Total AUM$221.3M
Discretionary$206.3M
Non-Disc.$15M
Employees5
Clients0
DateOct 2022
Total AUM$226.3M
Discretionary$213.5M
Non-Disc.$12.8M
Employees5
Clients0
DateAug 2022
Total AUM$226.3M
Discretionary$213.5M
Non-Disc.$12.8M
Employees3
Clients0
DateMar 2022
Total AUM$226.3M
Discretionary$213.5M
Non-Disc.$12.8M
Employees3
Clients0
DateDec 2021
Total AUM$179.7M
Discretionary$164.1M
Non-Disc.$15.6M
Employees3
Clients0
DateAug 2021
Total AUM$179.7M
Discretionary$164.1M
Non-Disc.$15.6M
Employees3
Clients0
DateMar 2021
Total AUM$179.7M
Discretionary$164.1M
Non-Disc.$15.6M
Employees3
Clients0
DateAug 2020
Total AUM$141.2M
Discretionary$131.2M
Non-Disc.$10M
Employees3
Clients0
DateJun 2020
Total AUM$141.2M
Discretionary$131.2M
Non-Disc.$10M
Employees3
Clients0
DateMar 2020
Total AUM$141.2M
Discretionary$131.2M
Non-Disc.$10M
Employees3
Clients0
DateFeb 2020
Total AUM$141.2M
Discretionary$131.2M
Non-Disc.$10M
Employees4
Clients0
DateDec 2019
Total AUM$129.2M
Discretionary$117.5M
Non-Disc.$11.6M
Employees4
Clients0
DateOct 2019
Total AUM$129.2M
Discretionary$117.5M
Non-Disc.$11.6M
Employees4
Clients0
DateOct 2019
Total AUM$129.2M
Discretionary$117.5M
Non-Disc.$11.6M
Employees4
Clients0
DateAug 2019
Total AUM$129.2M
Discretionary$117.5M
Non-Disc.$11.6M
Employees4
Clients0