CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 151156). Regulatory assets under management: $99.0M.

Registration

• CRD: 151156
• Type: Registered investment adviser
• Location: 200 GALLERIA PARKWAY SE, ATLANTA, GA, 30339
• Phone: 770-431-1260
• Latest filing: 2026-03-12
• Regulatory AUM: $99.0M
• Discretionary AUM: $98.7M
• Non-discretionary AUM: $375K
• Clients: 5
• Accounts: 177

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search