CREST WEALTH ADVISORS LLC

CREST WEALTH ADVISORS LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 311760). Regulatory assets under management: $95.8M.

Registration

• CRD: 311760
• Type: Registered investment adviser
• Location: 111 FORBES ST., ANNAPOLIS, MD, 21401
• Phone: 443-973-4901
• Latest filing: 2026-02-24
• Regulatory AUM: $95.8M
• Discretionary AUM: $73.5M
• Non-discretionary AUM: $22.3M
• Clients: 2
• Accounts: 280

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311760 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search