# CRESTVIEW WEALTH MANAGEMENT, LLC

CRESTVIEW WEALTH MANAGEMENT, LLC of ROCKWALL, TX is an SEC-registered investment adviser.

## Registration

- CRD: 334092
- Type: SEC-registered investment adviser
- Location: 6540 ALLIANCE DRIVE, ROCKWALL, TX, 75032
- Phone: (469) 338-5333
- Latest filing: 2026-06-09
- Regulatory AUM: $32.8M
- Discretionary AUM: $32.3M
- Non-discretionary AUM: $448K
- Clients: 4
- Accounts: 108

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334092/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334092/similar
- Related entities: https://search.stillhousedata.com/firm/334092/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334092

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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.