# CRESTMONT PRIVATE WEALTH LLC

CRESTMONT PRIVATE WEALTH LLC of BOERNE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 304170
- Type: SEC-registered investment adviser
- SEC file number: 801-117388
- Location: 604 S. MAIN ST, BOERNE, TX, 78006
- Phone: 8304685366
- Latest filing: 2026-03-10
- Regulatory AUM: $363.0M
- Discretionary AUM: $351.2M
- Non-discretionary AUM: $11.8M
- Clients: 5
- Accounts: 804

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Samuel Sean Mcgee | MANAGER, CEO, CIO | — |
| Hannah Vinyard Perry | COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | — |
| MCGEE SAMUEL SEAN | MANAGER, CEO; MANAGER, CEO, CIO; MANAGER, CHIEF COMPLIANCE OFFICER, CEO, CIO (+1 more) | — |
| PEREGO CHRISTOPHER LEE | COO, PORTFOLIO MANGER; COO, PORTFOLIO MANGER, ASST COMPLIANCE OFFICER | — |
| VINYARD HANNAH MARIE | CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS | — |
| PERRY HANNAH VINYARD | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CLIENT EXPERIENCE; CHIEF COMPLIANCE OFFICER / DIRECTOR OF OPERATIONS; COO / CCO / DIRECTOR OF CLIENT EXPERIENCE | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HOUSTON | TX | 2 | 832-280-5288 |
| HOUSTON | TX | 2 | 832-280-5288 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304170/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304170/similar
- Related entities: https://search.stillhousedata.com/firm/304170/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304170

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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.