← Back to searchVisit website
CRESTVIEW WEALTH MANAGEMENT, LLC
CRD 334092
6540 ALLIANCE DRIVE, SUITE 120, ROCKWALL, TX, 75032, United States
Phone
(469) 338-5333
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.8M
Discretionary AUM
$32.3M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $15.1M |
| High net worth individuals | 8 | $17.6M |
All web addresses on file
Official SEC filing: View on IAPD