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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CRESTMONT PRIVATE WEALTH LLC

CRD 304170

BOERNE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a081c8d-d2f8-03d8-c5d8-43522a871de7

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Aug 26, 2019 to Mar 10, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $363MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $351M
Private client RAUM: $362MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $121Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 804
Individual clients: 121
High net worth clients: 65
Custody, client assets: $575M
SEC number: 801-117388
CIK: 1873372
CRD: 304170
Filings on the tape: 29
First filed: Aug 26, 2019
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, TX
Website: linktr.ee

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SAMUEL SEAN MCGEE	Chartered Financial Analyst	Houston, TX \| BOERNE, TX	7	23	2	no
HANNAH VINYARD PERRY	n/a	BOERNE, TX	7	12	1	no
ALEC BLAINE WALKER	Certified Financial Planner	BOERNE, TX	7	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCGEE, SAMUEL, SEAN	MANAGER, CEO, CIO	E	yes	05/2019	Aug 26, 2019	Dec 20, 2024
PERRY, HANNAH, VINYARD	COO / CCO / DIRECTOR OF CLIENT EXPERIENCE	Na	yes	01/2021	Mar 2, 2021	Dec 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$363M	$351M	5	3	1	n/a	n/a
2024	Feb 27, 2025	$302M	$292M	4	3	1	n/a	n/a
2023	Feb 13, 2024	$257M	$248M	5	5	1	n/a	n/a
2022	Feb 22, 2023	$221M	$206M	5	5	1	n/a	n/a
2021	Mar 4, 2022	$226M	$213M	3	3	1	n/a	n/a
2020	Mar 2, 2021	$180M	$164M	3	3	1	n/a	n/a
2019	Feb 7, 2020	$141M	$131M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$363M	$302M	20.3%	$221M	17.9%	5	4	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AVONDALE WEALTH MANAGEMENT LLC	4	Sep 30, 2019	May 31, 2019	HOUSTON, TX	Firm absorbed	RIA to RIA	66.7%

Relationships

Registered with (6)

← SAMUEL SEAN MCGEEAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← HANNAH VINYARD PERRYAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← ALEC BLAINE WALKERAdvisorregistration: current employment
May 31, 2019 to presentfactForm ADV
← Carlos Eduardo MejiaAdvisorregistration: previous registration
Oct 16, 2023 to Feb 17, 2025factForm ADV
← Griffin Walter WeinsteinAdvisorregistration: previous registration
Feb 7, 2023 to Dec 20, 2024factForm ADV
← Christopher Lee PeregoAdvisorregistration: previous registration
May 31, 2019 to Mar 23, 2020factForm ADV

Controls (2)

← MCGEE, SAMUEL, SEANOwnerMANAGER, CEO, CIO, ownership code E, individual
Aug 26, 2019 to Dec 20, 2024factForm ADV
← PERRY, HANNAH, VINYARDOwnerCOO / CCO / DIRECTOR OF CLIENT EXPERIENCE, ownership code NA, individual
Mar 2, 2021 to Dec 20, 2024factForm ADV

Moved with (1)

← AVONDALE WEALTH MANAGEMENT LLCRegistered adviser4 advisors, firm absorbed, same day
Sep 30, 2019 to May 31, 2019factForm ADV

Dated events

Occurred
Feb 17, 2025
Advisor changed firm
Carlos Eduardo Mejia left Crestmont Private Wealth Llc for Hightower Advisors, Llc (registered 2025-03-04)
Form ADVobserved 6 days ago
Occurred
Dec 20, 2024
Advisor changed firm
Griffin Walter Weinstein left Crestmont Private Wealth Llc for Mariner (registered 2025-01-17)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2021
Control person joined
Marie Hannah Vinyard (Chief Compliance Officer / Director Of Operations) appeared on Schedule A of Crestmont Private Wealth Llc
Form ADVobserved 6 days ago
Occurred
Aug 26, 2019
First Form ADV filing
Crestmont Private Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a081c8d-d2f8-03d8-c5d8-43522a871de7
First observed: Aug 26, 2019
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CRESTMONT PRIVATE WEALTH LLC

CRD 304170

BOERNE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a081c8d-d2f8-03d8-c5d8-43522a871de7

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL SEAN MCGEE

Chartered Financial Analyst

Houston, TX | BOERNE, TX

HANNAH VINYARD PERRY

n/a

BOERNE, TX

ALEC BLAINE WALKER

Certified Financial Planner

BOERNE, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCGEE, SAMUEL, SEAN

MANAGER, CEO, CIO

yes

05/2019

Aug 26, 2019

Dec 20, 2024

PERRY, HANNAH, VINYARD

COO / CCO / DIRECTOR OF CLIENT EXPERIENCE

yes

01/2021

Mar 2, 2021

Dec 20, 2024

City

State

Country

Employees

Also broker-dealer

Houston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$363M

$351M

n/a

2024

Feb 27, 2025

$302M

$292M

n/a

2023

Feb 13, 2024

$257M

$248M

n/a

2022

Feb 22, 2023

$221M

$206M

n/a

2021

Mar 4, 2022

$226M

$213M

n/a

2020

Mar 2, 2021

$180M

$164M

n/a

2019

Feb 7, 2020

$141M

$131M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$363M

$302M

20.3%

$221M

17.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AVONDALE WEALTH MANAGEMENT LLC

Sep 30, 2019

May 31, 2019

HOUSTON, TX

Firm absorbed

RIA to RIA

66.7%