Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES
Crescent Wealth Advisory
Multi family office in Atlanta, United States, founded 2003; focus on fintech.
Identity
- HEADQUARTERS
- Atlanta, United States
- OFFICES
- Austin, TX · Birmingham, AL · Myrtle Beach, SC · Winter Park, FL · Baton Rouge, LA · Cary, NC
- FOUNDED
- 2003
Investment approach
- SECTORS
- Fintech
Overview
Founded in 2003, this multi family office has its headquarters in Atlanta, United States. Its sector focus covers fintech. Other offices: Austin, TX; Birmingham, AL; Myrtle Beach, SC; 2 people are named on its team.
People
- Tim WyrobekPrincipal · source
- Jeff TaylorPrincipal · source
Frequently asked questions
Crescent Wealth Advisory is a multi family office based in Atlanta, the United States, founded in 2003.
Crescent Wealth Advisory does not publicly state whether it puts its own money into companies or invests through funds.
Crescent Wealth Advisory invests in Fintech.
Key people at Crescent Wealth Advisory include Tim Wyrobek (Principal) and Jeff Taylor (Principal).