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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEREGO, CHRISTOPHER, LEE | I | COO, PORTFOLIO MANGER | NA | |
| PEREGO, CHRISTOPHER, LEE | I | COO, PORTFOLIO MANGER, ASST COMPLIANCE OFFICER | NA | |
| PEREGO, CHRISTOPHER, LEE | I | COO, PORTFOLIO MANGER | NA | |
| PEREGO, CHRISTOPHER, LEE | I | COO, PORTFOLIO MANGER | NA | |
| PEREGO, CHRISTOPHER, LEE | I | COO, PORTFOLIO MANGER | NA | |
| PERRY, HANNAH, VINYARD | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PERRY, HANNAH, VINYARD | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PERRY, HANNAH, VINYARD | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| PERRY, HANNAH, VINYARD | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| PERRY, HANNAH, VINYARD | I | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| VINYARD, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| VINYARD, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| VINYARD, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| VINYARD, HANNAH, MARIE | I | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | NA | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO, DESIGNATED OFFICER | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGER, CEO, CIO | E | Control |
Registrations
Federal
IA
Feb 27, 2025 REGISTERED
Notice Filings (4)
CO LA NM TX
Address
604 S. MAINBOERNE, TX 78006
United States
Phone: 832-280-5288