CREW WEALTH MANAGEMENT

Phone

805-781-3885

Fax

805-781-3884

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

6 total employees; 2 advisory reps; 15 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-14

Disciplinary history

No