Crest Wealth Advisors LLC
Crest Wealth Advisors LLC (CRD# 311760) is a financial advisory firm headquartered in Annapolis, MD. They manage $47,656,279 in 182 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management48MILLION
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Total Number of Accounts182ACCOUNTS
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Average Account Value$261,848
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Crest Wealth Advisors LLC
1
Jason Dallacqua (CRD# 5658911) is an Investment Advisor Representative working at Crest Wealth Advisors LLC in Annapolis, MD and has over 11 years of experience in the finance industry.
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