Crescent Private Wealth
Company

Crescent Private Wealth

Financial Services 1400 Crescent Green 10 employees
Employees
10
Contacts
4
Emails
4
Phones
3

Crescent Private Wealth Overview

Headquarters
1400 Crescent Green
Industry
Financial Services
Employees
10
Founded
2024
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Crescent Private Wealth

At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions. Each of us holds certain values that truly matter in our lives, and for the majority of us, our existence revolves around supporting, nurturing, and progressing what holds significance to us. As an experienced Wealth Advisor, Ahmad Quqa founded the company in 2024 to provide clients with a higher level of service. Respectively, Associates Mona Amiri, Heidi Moreno, and Ibraheem Amin joined Quqa bringing to Crescent Private Wealth experience, investment management, and together, they have built a team that consistently delivers in delivering comprehensive financial solutions and client satisfaction. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Crescent Private Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Crescent Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Hassan Masood Strategic Growth & Institutional
Email Phone
Ali Zelmat Proven Global Technical Support Leader
Email Phone
Mona Amiri Associate, Private Wealth Client
Email
Brett Bartkiewicz Partner, Crescent Point Private Wealth
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Associate / junior 1 profile

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