Crewe Advisors

Registered investment advisor · Salt Lake City, Utah · CRD #173920

Assets Under Management

$3.1B

Client Accounts

1,985

Employees

CRD Number

173920

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Distributors Company Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Crewe Advisors

Crewe Advisors is a fee-based, SEC-registered investment advisory firm offering personalized financial planning and wealth management services. They focus on a low client-to-professional ratio for dedicated attention. The firm specializes in risk and portfolio management, financial and philanthropic planning, and consulting.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Crewe Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Crewe Advisors's AUM?

Crewe Advisors reports approximately $3.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Crewe Advisors headquartered?

Crewe Advisors is headquartered in Salt Lake City, Utah.

What is Crewe Advisors's CRD number?

Crewe Advisors's CRD number is 173920. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.