Crestpoint Capital Management, LLC

Crestpoint Capital Management, LLC (CRD# 157926) is a financial advisory firm headquartered in , . They manage $214,900,000 in 22 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $9,768,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MO, TX

Financial Advisors at Crestpoint Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William M. Uhlemeyer
CRD#: 2366900
Four Seasons, MO
96
Wealthminder
score

William Uhlemeyer (CRD# 2366900) is an Investment Advisor Representative working at Crestpoint Capital Management, LLC in Four Seasons, MO and has over 23 years of experience in the finance industry.

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