# CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 151156
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151156/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151156/similar
- Related entities: https://search.stillhousedata.com/firm/151156/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151156

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.