Crescent Harbor Private Wealth

Financial Services • Jersey City, New Jersey, United States • 1-10 Employees

Company overview

Headquarters	30 Montgomery St, Jersey City, New Jersey 07302, US
Phone number	+12125404120
Websites	crescentharborprivatewealth.com crescentharborpw.com
NAICS	52
Founded	2023
Employees	1-10
Socials

Key Contact at Crescent Harbor Private Wealth

Lisa Crosta

Director of Financial Planning, Senior Wealth Advisor

About Crescent Harbor Private Wealth

We are a boutique investment advisory firm inspired by the larger purpose: to protect wealth, ease stress, and empower dreams. We partner with you across every aspect of financial life to solve complex problems, get rid of your worries, and achieve your goals - giving you the peace of mind to focus on what matters most to you. We make this possible by leveraging decades of collective experience and delivering customized planning, comprehensive wealth management, and highly personal family office services. Above all, we are a culture of CARE - inspired and driven by core principles that guide our actions and fuel our passion to protect your family for today and future generations. Crescent Harbor Private Wealth is aligned with Sanctuary Wealth, an advanced platform for elite independent advisors. Through Sanctuary, we can provide access to an array of investment vehicles and unbiased options. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Crescent Harbor Private Wealth is a OBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Crescent Harbor Private Wealth revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Crescent Harbor Private Wealth has never raised funding before.

Crescent Harbor Private Wealth Tech Stack

Discover the technologies and tools that power Crescent Harbor Private Wealth's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Cloudflare Bot Management

Security

Gravity Forms

Form builders

AddToAny Share Buttons

WordPress plugins

Slick

JavaScript libraries

Site Kit

Analytics

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Frequently asked questions

Crescent Harbor Private Wealth is located in Jersey City, New Jersey, US.

You can reach Crescent Harbor Private Wealth at +12125404120.

Crescent Harbor Private Wealth was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Crescent Harbor Private Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Crescent Harbor Private Wealth

Lisa Crosta

Director of Financial Planning, Senior Wealth Advisor

4.8

40,000 users