# Crestwood Advisors

> Mobile access to wealth management client portal for authorized clients. (iPhone/iPad app by Crestwood Advisors Group LLC.)

- Source: https://appshunter.io/ios/app/crestwood-advisors/id1509044508 (this page in markdown: same URL + `.md`)
- Developer: [Crestwood Advisors Group LLC](https://appshunter.io/developer/1509044507)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2020-04-25
- Data updated: 2026-08-03
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/crestwood-advisors/id1509044508/reviews.md

## What is Crestwood Advisors?

The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format.

Requirements: You need to be a Crestwood Advisors wealth management client that has been authorized for the phone application. If you would like to request access, please contact a member of your Crestwood Advisors wealth management team.

## Key features

- Mobile client portal access
- View household information
- View account information
- Simple, easy-to-understand format
- Requires client authorization


## Frequently asked questions about Crestwood Advisors

### How do I get access to Crestwood Advisors?

You must be an existing Crestwood Advisors wealth management client and be authorized for the phone application. To request access, please contact your Crestwood Advisors wealth management team.

### What kind of information can I see in Crestwood Advisors?

The app allows you to view your household and account information. This information is presented in a simple and easy-to-understand format for clients.

### Is Crestwood Advisors available on Android?

Currently, Crestwood Advisors is available for iPhone, iPad, and iPod devices. There is no mention of Android support at this time.

### How secure is Crestwood Advisors?

As a financial client portal, security is paramount. While specific security measures are not detailed, access requires prior authorization from Crestwood Advisors.

### How often is Crestwood Advisors updated?

The latest version is 1.95, last updated on May 4, 2026. This indicates a commitment to regular updates and maintenance for the application.

### What is the user rating for Crestwood Advisors?

Crestwood Advisors has an excellent rating of 5.0 stars based on 5 ratings. This suggests a high level of user satisfaction among its clients.

### Does Crestwood Advisors have ads?

No, Crestwood Advisors does not contain advertisements. The app is free to download and use for authorized clients.

### What is the age rating for Crestwood Advisors?

Crestwood Advisors has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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## Related topics

[advisors](https://appshunter.io/ios/topics/advisors)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-03.*