CREWE ADVISORS

CREWE ADVISORS LLC

CRD 173920 · SEC 801-80723

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650 S. MAIN STREET, SUITE 700, SALT LAKE CITY, UT, 84101, United States

Phone

385-355-2700

Fax

(385) 355-2722

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.05B

Discretionary AUM

$3.04B

Team

32 total employees; 16 advisory reps; 1 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-03

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	211	$70.1M
High net worth individuals	303	$1.68B
Pooled investment vehicles	1	$21.8M
Charitable organizations	71	$219.9M
Corporations/business entities	173	$1.05B

States served

AZ, CA, LA, ME, MI, NV, UT, VA, WA, TX

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/CREWE-ADVISORS/?ORIGINALSUBDOMAIN=CA
https://x.com/CreweAdvisors
HTTP://WWW.CREWE.COM
https://creweadvisors.com/

Official SEC filing: View on IAPD