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
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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
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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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