Crest Capital Advisors Employee Directory

Q: What is Crest Capital Advisors known for?

Crest Capital Advisors was founded in 2012. Crest Capital Advisors operates in the Investment Management industry.

Q: How many employees does Crest Capital Advisors have currently?

Crest Capital Advisors has approximately 16 employees.

Investment ManagementCalifornia, United States11-50 Employees

Crest Capital works exclusively with wealth creators – Families who have successfully founded, financed, or managed Private Markets Asset Management Firms (GPs) and Corporations. The firm brings over 48 years of industry expertise optimizing the complex Tax, Estate, and Financial Planning affairs of General Partners and Corporate Executives.

Find Crest Capital Advisors employees' phone numbers or email addresses

Crest Capital Advisors Global Highlights

North America
13

United States Of America
13

Oceania
1

Australia
1

Crest Capital Advisors's Leadership

M. M.
Private Wealth Associate
Mobile Phone
Email
R. W.
Wealth Management Analyst
Mobile Phone
Email

Contact profiles from Crest Capital Advisors

Name

Title

Contact Info

Location

Last Update

M. M.
Private Wealth Associate
Mobile Phone
Email
Oct 18, 2024
R. W.
Wealth Management Analyst
Mobile Phone
Email
Sep 12, 2025

Frequently Asked Questions

What is Crest Capital Advisors known for?

Crest Capital Advisors was founded in 2012 operates in the Investment Management industry. The company's main headquarters is located in 12680 High Bluff Drive, Suite 450. Explore Crest Capital Advisors's company overview page for more information.

What is Crest Capital Advisors's most common email format?

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

How many employees does Crest Capital Advisors have currently?

Crest Capital Advisors has approximately 16 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Crest Capital Advisors's key employees and leadership?

As of December 2025, Crest Capital Advisors's key employees include:

Private Wealth Associate: M. M.
Wealth Management Analyst: R. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.