CREVELING & CREVELING PRIVATE WEALTH ADVISORY

CREVELING & CREVELING FINANCIAL PLANNING LIMITED Legal Name

Adviser information for CREVELING & CREVELING PRIVATE WEALTH ADVISORY last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	Thailand

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	9	$0
HNW Individuals	44	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	53
No. of Non-U.S. Clients	83
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPORTFOLIO ADVICE FOR INDIVIDUALS AND/OR SMALL BUSINESSES
Compensation	Fixed feesA PERCENTAGE OF MODIFIED NET WORTH

Identifiers

SEC RIA File Number	801-66802
SEC ERA File Number	801-66802
SEC CIK Numbers	None
SEC CRD Numbers	140373
Legal Entity Identifier	None

Principal Office

3 SUKHUMVIT SOI 30
(SANTINARUEMAN)
KHLONG TOEY, BANGKOK
Thailand

BY APPOINTMENT, BY APPOINTMENT

Tel: +66 2 661-2716, Fax: +66 2 661-2724

Websites

www.crevelingandcreveling.com www.facebook.com/crevelingandcreveling/ www.linkedin.com/company/creveling-&-creveling-private-wealth-advisory/ www.linkedin.com/in/peggycreveling/ www.linkedin.com/in/chadcreveling/ twitter.com/chadcreveling twitter.com/peggycreveling

Chief Compliance Officer

PEGGY CREVELING

EXECUTIVE DIRECTOR

3 SUKHUMVIT SOI 30

(SANTINARUEMAN)

KHLONGTOEY, BANGKOK

Thailand

Tel: +66 2 661 2716

Fax: +66 2 661-2724

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(Full email address available in API data)

Regulatory Contact

CHAD CREVELING

MANAGING DIRECTOR

3 SUKHUMVIT SOI 30

(SANTINARUEMAN)

KHLONG TOEY, BANGKOK

Thailand

Tel: +66 2 661-2716

Fax: +66 2 661-2724

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