Crescent Wealth Advisory, LLC

Crescent Wealth Advisory, LLC (CRD# 151156) is a financial advisory firm headquartered in Atlanta, GA. They manage $84,707,859 in 147 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3630 Peachtree Road, Suite 750, Atlanta, GA 30326
https://www.linkedin.com/company/crescent-wealth-advisory
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $576,244
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, LA, TN, TX

Financial Advisors at Crescent Wealth Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Meridith Mimbs, financial advisor Atlanta GA
Meridith G. Mimbs
CRD#: 5467311
3630 Peachtree Road, Suite 750, Atlanta, GA 30326

Meridith Mimbs (CRD# 5467311) is an Investment Advisor Representative working at Crescent Wealth Advisory, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

2
Wajima Rasoul, financial advisor Atlanta GA
Wajima Rasoul
CRD#: 5025518
3630 Peachtree Road, Suite 750, Atlanta, GA 30326

Wajima Rasoul (CRD# 5025518) is an Investment Advisor Representative working at Crescent Wealth Advisory, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

3
Jeffrey Taylor, financial advisor Atlanta GA
Jeffrey C. Taylor
CRD#: 4134546
3630 Peachtree Road, Suite 750, Atlanta, GA 30326

Jeffrey Taylor (CRD# 4134546) is an Investment Advisor Representative working at Crescent Wealth Advisory, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

4
Timothy Wyrobek, financial advisor Atlanta GA
Timothy D. Wyrobek
CRD#: 4249286
3630 Peachtree Road, Suite 750, Atlanta, GA 30326

Timothy Wyrobek (CRD# 4249286) is an Investment Advisor Representative working at Crescent Wealth Advisory, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

5
Ryan Bowker, financial advisor Atlanta GA
Ryan Bowker
CRD#: 7841866
3630 Peachtree Road, Suite 750, Atlanta, GA 30326

Ryan Bowker (CRD# 7841866) is an Investment Advisor Representative working at Crescent Wealth Advisory, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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