CRESTVIEW WEALTH MANAGEMENT, LLC

CRESTVIEW WEALTH MANAGEMENT, LLC of ROCKWALL, TX is an SEC-registered investment adviser (CRD 334092). Regulatory assets under management: $32.8M.

Registration

• CRD: 334092
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334092 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search