Crescent Private Wealth Revenue
Financial Services • 
Cary, North Carolina, United States • 11-20 Employees
Crescent Private Wealth revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Key Contacts at Crescent Private Wealth
Ahmad Quqa
Founder, Wealth Advisor
Ali Zelmat
Director Of Operations
Company overview
| Headquarters | 1400 Crescent Green, Suite 100, Cary, North Carolina 27518, US |
| Phone number | +19194396090 |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 11-20 |
| Socials |
Crescent Private Wealth Email Formats
Crescent Private Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@crescentpw.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@crescentpw.com | 50% |
{first name}.{last name} | john.doe@crescentpw.com | 50% |
About Crescent Private Wealth
At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions. Each of us holds certain values that truly matter in our lives, and for the majority of us, our existence revolves around supporting, nurturing, and progressing what holds significance to us. As an experienced Wealth Advisor, Ahmad Quqa founded the company in 2024 to provide clients with a higher level of service. Respectively, Associates Mona Amiri, Heidi Moreno, and Ibraheem Amin joined Quqa bringing to Crescent Private Wealth experience, investment management, and together, they have built a team that consistently delivers in delivering comprehensive financial solutions and client satisfaction. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Crescent Private Wealth has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Crescent Private Wealth has never raised funding before.
Crescent Private Wealth Tech Stack
Discover the technologies and tools that power Crescent Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Analytics
United Kingdom
Germany
Netherlands
Kenya
Frequently asked questions
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