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Privacy Policy

Crescent Wealth Management takes its commitment to privacy seriously. We will not sell your information to third parties. We may use cookies or other tools to provide you with a more personalized experience.

We encourage you to use secure portals to communicate confidential or sensitive data. Clients may reach out to us directly for assistance with communicating confidential or sensitive information in a secure manner.

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200 Galleria Pkwy SE, Suite 1880
Atlanta, GA 30339

Crescent Austin
3600 Bee Caves Road, Suite 200
Austin, TX 78746

Crescent Birmingham
800 Shades Creek Parkway, Suite 345
Birmingham, AL 35209

Crescent Carolinas
100 Sutter Drive, Unit 301
Myrtle Beach, SC 29575

Crescent Florida
1089 West Morse Blvd., Suite C
Winter Park, FL 32789

Crescent Louisiana
1700 City Farm Dr, Suite C
Baton Rouge, LA 70806

2025
INC 5000
2024
Forbes 2023
2023
Forbes 2022
2022

Copyright 2026, Crescent Wealth Management, Inc.
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Crescent Wealth Advisory, a Registered Investment Advisor.  Crescent Wealth Advisory, LLC is independently owned and operated.
Check the background of this firm on FINRA’s BrokerCheck.
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