Crestridge Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Crestridge Wealth Advisors, LLC is a state-registered investment adviser that offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm’s ADV notes it had no assets under management as of December 31, 2025.
The firm primarily practices passive investment management, building asset-allocation portfolios using index mutual funds and ETFs, while employing fundamental and cyclical analysis to inform portfolio construction and security selection. Like many investment managers, it charges percentage-of-AUM fees for portfolio management, and it also provides client-tailored planning engagements on either a fixed-fee or hourly basis.
A distinctive feature disclosed in the brochure is an affiliation with a separate, full-service CPA firm owned by the firm’s managing member; the ADV notes that referrals between the two entities can create a potential conflict of interest, although clients are not required to use both firms. The firm is a single-advisor operation and its business-continuity disclosures state the business depends on that individual’s capabilities and does not have a plan for continuation in the event of the managing member’s death, a consideration for clients evaluating operational resilience.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fees range between $25,000 and $250,000, negotiable
$1 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $50,000,000: 0.65% annually $50,000,001 - $100,000,000: 0.60% annually $100,000,001+: Negotiable
$300.00 per hour for financial planning services, negotiable
Fee-only: Financial planning hourly rate of $300.00 per hour; fixed financial planning fees ranging from $25,000 to $250,000, negotiable
Main office location
Crestridge Wealth Advisors, LLC
1334 Brittmoore Road, Suite 2604
Houston TX 77043, United States
Number of offices
1
Most active in
Crestridge Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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