Insights

High-net-worth Focus Target Crescent Wealth Advisory’s core client base of high net worth individuals, affluent families, and family offices for tailored fiduciary and asset management services that align with their goals and values.

Independent Trust Leverage their SEC-registered, employee-owned structure to position complementary independence-focused products and conflict-free solutions that appeal to clients wary of larger brokerage conflicts.

Insurance Synergy Capitalize on recent recognition as one of Atlanta’s largest life insurance agencies to cross-sell life, annuity, and risk-protection solutions to existing asset protection clients.

Tech Enablement Engage through their tech stack and digital channels (Squarespace site, CRM via iCIMS, data analytics with Piwik PRO Core, and Microsoft 365) to offer scalable digital onboarding, client portals, and targeted campaigns.

Growth Potential With revenue in the multi-million range and a founder-led advisory model, present scalable platforms, partner programs, and joint marketing initiatives to accelerate client acquisition and asset growth.

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Crescent Wealth Advisory Tech Stack

Crescent Wealth Advisory uses 8 technology products and services including Crazy Egg, iCIMS, Open Graph, and more. Explore Crescent Wealth Advisory's tech stack below.

Crazy Egg
Analytics
iCIMS
Applicant Tracking Systems
Open Graph
Content Management System
Squarespace
Content Management System
Squarespace Commerce
E-commerce
Microsoft 365
Email
Azure Active Directory
Identity And Access Management
Piwik PRO Core
Web Analytics

Media & News

On Jun 8th '26 in Georgia, Crescent Wealth Advisory is honored to be named one of Atlanta's Largest Life Insurance Agencies by the Atlanta Business Chronicle for the fifth year in a row.
Crescent Wealth Advisory is honored to be named as one of Atlanta's Largest Life Insurance Agencies by the Atlanta Business Chronicle for the fifth year in a row.
Jun 08, 2026 | www.crescentwealthadvisory.com

Crescent Wealth Advisory's Email Address Formats

Crescent Wealth Advisory uses at least 1 email format:

Crescent Wealth Advisory Email Formats	Example	Percentage
FLast@crescentwealthadvisory.com	JDoe@crescentwealthadvisory.com	100%

Frequently Asked Questions

What is Crescent Wealth Advisory's official website and social media links?

Crescent Wealth Advisory's official website is crescentwealthadvisory.com and has social profiles on LinkedIn.

How much revenue does Crescent Wealth Advisory generate?

As of October 2026, Crescent Wealth Advisory's annual revenue is estimated to be $10M - $25M.

What is Crescent Wealth Advisory's NAICS code?

Crescent Wealth Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Crescent Wealth Advisory have currently?

As of October 2026, Crescent Wealth Advisory has approximately 10 employees across 1 continents, including North America. Key team members include Advanced Case Manager: K. B. Explore Crescent Wealth Advisory's employee directory with LeadIQ.

What industry does Crescent Wealth Advisory belong to?

Crescent Wealth Advisory operates in the Financial Services industry.

What technology does Crescent Wealth Advisory use?

Crescent Wealth Advisory's tech stack includes Crazy Egg, iCIMS, Open Graph, Squarespace, Squarespace Commerce, Microsoft 365, Azure Active Directory and Piwik PRO Core.

What is Crescent Wealth Advisory's email format?

Crescent Wealth Advisory's email format typically follows the pattern of FLast@crescentwealthadvisory.com. Find more Crescent Wealth Advisory email formats with LeadIQ.

When was Crescent Wealth Advisory founded?

Crescent Wealth Advisory was founded in 2017.

Crescent Wealth Advisory

Q: How many employees does Crescent Wealth Advisory have currently?

Crescent Wealth Advisory has approximately 10 employees.

Q: What technology does Crescent Wealth Advisory use?

Crescent Wealth Advisory's tech stack includes jQuery CDN, RSS, Cloudflare Bot Management, gstatic.com, Microsoft Online.

Q: What is Crescent Wealth Advisory's NAICS code?

Crescent Wealth Advisory's NAICS code is 52 (Finance and Insurance).

Financial ServicesGeorgia, United States2-10 Employees

Crescent Wealth Advisory operates in the financial services sector by combining asset protection with asset management to deliver integrated guidance. The firm emphasizes independence as an SEC-registered, employee-owned advisory that serves clients with objective, conflict-free fiduciary responsibility. Based in Atlanta, Georgia, the firm is led by Tim Wyrobek and Jeff Taylor, who also head Crescent Wealth Management, a 2003-founded asset protection consultancy. Its client base includes high net worth individuals, affluent families, and family offices seeking guidance aligned with their objectives and values. In June 2026, the Atlanta Business Chronicle named Crescent Wealth Advisory among Atlanta's largest life insurance agencies, reflecting its growing local profile.