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Crestmont Private Wealth LLC CRD 304170
$363M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
604 S. Main St, Boerne, TX 78006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avondale Wealth Management, Llc | Austin | TX | 06/2017 | 03/2019 |
| Denham And Lillich Wealth Management | Baton Rouge | LA | 01/2014 | 05/2017 |
| Avondale Wealth Management Llc | Austin | TX | 03/2019 | 09/2019 |
| Crestmont Private Wealth Llc | Austin | TX | 05/2019 | 01/2021 |
| Crestmont Private Wealth, Llc | Boerne | TX | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-22 |
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