Will Block Crenshaw
Investment adviser representative at 49 Financial
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- 49 FinancialJul 2024 to now
- Builders FirstsourceJul 2021 to Jul 2024
- Monreal Framing CompanyMay 2020 to Aug 2020
- Austin Stone Community ChurchMay 2019 to Aug 2020
- University of Texas At AustinJan 2019 to May 2021
- Georgia Institute of TechnologyAug 2017 to Dec 2018
- Westlake High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7968328
- Firm CRD
- 319484