What departments does Crescent Wealth Advisory have?

Crescent Wealth Advisory has employees across 1 departments including Arts & Design.

What is the largest department at Crescent Wealth Advisory?

The largest department at Crescent Wealth Advisory is Arts & Design with 1 employees.

Where are Crescent Wealth Advisory employees located globally?

Crescent Wealth Advisory has employees across 1 continents and 1 countries including United States Of America.

How has Crescent Wealth Advisory's team size changed over time?

Crescent Wealth Advisory's team has decreased from approximately 13 to 12 employees based on available data.

Crescent Wealth Advisory Employee Directory

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.

Crescent Wealth Advisory Global Highlights

North America
14

United States Of America
14

Crescent Wealth Advisory's Leadership

C. F. R.
President
Mobile Phone
Email
T. W.
Founder / Principal
Mobile Phone
Email
J. T.
Founder / Principal
Mobile Phone
Email
R. P.
Affiliate Partner
Mobile Phone
Email
M. P.
Affiliate Partner
Mobile Phone
Email
B. S.
Owner
Mobile Phone
Email
J. E.
Director Of Advanced Case Design
Mobile Phone
Email
M. M.
Director Of Private Client Services
Mobile Phone
Email

Crescent Wealth Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Business Development
Accounting
Administrative
Other
Community & Social Services

Contact profiles from Crescent Wealth Advisory

Name

Title

Contact Info

Location

Last Update

C. F. R.
President
Mobile Phone
Email
United States
Apr 27, 2026
T. W.
Founder / Principal
Mobile Phone
Email
United StatesGeorgia
Dec 23, 2024
J. T.
Founder / Principal
Mobile Phone
Email
United StatesGeorgia
May 31, 2026
R. P.
Affiliate Partner
Mobile Phone
Email
United States
Apr 14, 2026
M. P.
Affiliate Partner
Mobile Phone
Email
United StatesFlorida
Jan 13, 2026
B. S.
Owner
Mobile Phone
Email
United StatesSouth Carolina
Oct 21, 2024
J. E.
Director Of Advanced Case Design
Mobile Phone
Email
United StatesGeorgia
Jan 13, 2026
M. M.
Director Of Private Client Services
Mobile Phone
Email
United StatesGeorgia
Jun 08, 2026
K. B.
Advanced Case Manager
Mobile Phone
Email
May 29, 2026

Frequently Asked Questions

What is Crescent Wealth Advisory known for?

Crescent Wealth Advisory was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 200 Galleria Parkway Southeast Suite 1880 Atlanta, Georgia United States. Explore Crescent Wealth Advisory's company overview page for more information.

What is Crescent Wealth Advisory's most common email format?

Crescent Wealth Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crescent Wealth Advisory email formats with LeadIQ.

How many employees does Crescent Wealth Advisory have currently?

Crescent Wealth Advisory has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Crescent Wealth Advisory's key employees and leadership?

As of June 2026, Crescent Wealth Advisory's key employees include:

President: C. F. R.
Founder / Principal: T. W.
Founder / Principal: J. T.
Affiliate Partner: R. P.
Affiliate Partner: M. P.

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Crescent Wealth Advisory Employee Directory

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Crescent Wealth Advisory Global Highlights

North America
14

Crescent Wealth Advisory's Leadership

Crescent Wealth Advisory Employee Metrics

Contact profiles from Crescent Wealth Advisory

Frequently Asked Questions

What is Crescent Wealth Advisory known for?

What is Crescent Wealth Advisory's most common email format?

How many employees does Crescent Wealth Advisory have currently?

Who are Crescent Wealth Advisory's key employees and leadership?

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Crescent Wealth Advisory Employee Directory

Find Crescent Wealth Advisory employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Crescent Wealth Advisory Global Highlights

North America14

Crescent Wealth Advisory's Leadership

Crescent Wealth Advisory Employee Metrics

Contact profiles from Crescent Wealth Advisory

Frequently Asked Questions

What is Crescent Wealth Advisory known for?

What is Crescent Wealth Advisory's most common email format?

How many employees does Crescent Wealth Advisory have currently?

Who are Crescent Wealth Advisory's key employees and leadership?

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North America
14

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