# CREST WEALTH ADVISORS LLC

CREST WEALTH ADVISORS LLC of ANNAPOLIS, MD is an SEC-registered investment adviser.

## Registration

- CRD: 311760
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311760/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311760/similar
- Related entities: https://search.stillhousedata.com/firm/311760/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311760

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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.