CRESCENDO WEALTH GROUP LLC

CRESCENDO WEALTH GROUP LLC is an SEC-registered investment adviser (CRD 333264). Regulatory assets under management: $120.9M.

Registration

• CRD: 333264
• Type: Registered investment adviser
• Phone: 210-845-6780
• Latest filing: 2026-03-03
• Regulatory AUM: $120.9M
• Discretionary AUM: $3.2M
• Non-discretionary AUM: $117.7M
• Clients: 2
• Accounts: 67

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: 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 333264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search