Crescent Wealth Advisory
Financial Services • 
Atlanta, Georgia, United States • 11-20 Employees
Company overview
| Headquarters | 200 Galleria Pkwy SE, Suite 1880, Atlanta, GA 30339, US |
| Phone number | +18005207106 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Family Office, Asset Allocation, Investment Products, Alternative Investments, Estate Planning, Portfolio Analysis, Sports Consulting, Insurance Consulting, Philanthropic Planning, Personalized Portfolio Management, Business And Entrepreneurial Support |
| Founded | 2017 |
| Employees | 11-20 |
| Socials |
Key Contacts at Crescent Wealth Advisory
Tim Wyrobek
Founder / Principal
Jeff Taylor
Founder / Principal
John Endriss
Director Of Advanced Case Design
Kirby Paulsen
Director Of Client Relations
Meridith Mimbs
Director Of Private Client Services
Crescent Wealth Advisory Email Formats
Crescent Wealth Advisory uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@crescentwealthadvisory.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@crescentwealthadvisory.com | 80% |
{last name}{last name} | doedoe@crescentwealthadvisory.com | 20% |
About Crescent Wealth Advisory
Crescent Wealth Advisory represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers. The firm was launched by Tim Wyrobek and Jeff Taylor, the principals of Crescent Wealth Management, a leading asset protection consultancy firm founded in 2003. Working with Crescent Wealth Advisory is your opportunity to achieve more. Crescent Wealth Advisory develops solutions that are in line with both your objectives and your values. We are an SEC-registered, independent, employee-owned firm that is not constrained or influenced by policies and procedures that restrict large brokerage and asset management firms who have inherent conflicts of interest. With complete and true objectivity and transparency, Crescent Wealth Advisory can help you pursue your goals. Our team of fiduciaries serve your best interests in an unbiased, conflict-free manner. The Crescent team works closely with high net worth individuals, affluent families and family offices to understand their current circumstances, near-term and long-range goals and the family dynamics that drive or influence expectations.
Crescent Wealth Advisory revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Crescent Wealth Advisory has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Crescent Wealth Advisory has never raised funding before.
Crescent Wealth Advisory Tech Stack
Discover the technologies and tools that power Crescent Wealth Advisory's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
Security
Maps
JavaScript libraries
JavaScript frameworks
Security
Font scripts
CDN
Ecommerce
JavaScript libraries
Spain
Saudi Arabia
Canada
United KingdomFrequently asked questions
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