Investment adviser · CRD 344292

CRESCENT PRIVATE WEALTH

Investment adviser filing (IA)

CRESCENT ADVISORY SOLUTIONS, LLC

CARY, NC, United States · Form ADV filed Sep 22, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

1400 CRESCENT GREEN, SUITE 100
CARY, NC, 27518, United States

CRD 344292

Filing source

Form ADV 2128398 · Sep 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.