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CRESCENT WEALTH ADVISORY, LLC
CRD 151156
200 GALLERIA PARKWAY SE, SUITE 1880, ATLANTA, GA, 30339, United States
Phone
770-431-1260
Fax
404-574-5322
Registration
— (—)
Source
State registered
Total AUM
$99.0M
Discretionary AUM
$98.7M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $3.5M |
| High net worth individuals | 24 | $86.4M |
| Pension/profit sharing plans | 1 | $81K |
| Corporations/business entities | 8 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD