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CREST ROCK PARTNERS

DENVER, CO · CRD 305101 · IAPD ↗ · crestrockpartners.com · (303) 495-3598

$1.10BRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — CREST ROCK PARTNERS crossed $1B in regulatory AUM ($563.1M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — CREST ROCK PARTNERS crossed $500M in regulatory AUM ($445.6M -> $568.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — CREST ROCK PARTNERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.