Crescent Wealth Capital Management, LLC

Crescent Wealth Capital Management, LLC (CRD# 151156) is a financial advisory firm headquartered in Atlanta, GA. They manage $13,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $216,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Crescent Wealth Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey C. Taylor
CRD#: 4134546
3344 Peachtree Road, Suite 1450, Atlanta, GA 30326
83
Wealthminder
score

Jeffrey Taylor (CRD# 4134546) is an Investment Advisor Representative working at Crescent Wealth Capital Management, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

2
Timothy D. Wyrobek
CRD#: 4249286
3344 Peachtree Road, Suite 1450, Atlanta, GA 30326
83
Wealthminder
score

Timothy Wyrobek (CRD# 4249286) is an Investment Advisor Representative working at Crescent Wealth Capital Management, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

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