LP Profile

Crewe Advisors

Wealth ManagerSalt Lake City, United States
$1.6B
Assets Under Management
Salt Lake City
Headquarters
Investment Focus

About Crewe Advisors

As an independent advisory firm, Crewe Advisors offers impartial advice and an open architecture for wealth management. With our clients? best interests in mind, Crewe provides financial harmony in your life across all financial matters. Crewe Advisors is a fee-based independent SEC registered investment advisor providing comprehensive financial, estate, investment, tax, risk, and philanthropic planning.

Preferred Investment Types

Long-Term InvestmentsPhilanthropyPrivate Equity

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Crewe Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.1B
Total Clients
1,985
Filing Date
April 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Crewe Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Crewe Advisors?

Crewe Advisors is a wealth manager based in Salt Lake City, United States, managing approximately $1.6B in assets.

Where is Crewe Advisors headquartered?

Crewe Advisors is headquartered in Salt Lake City, United States.

How much does Crewe Advisors manage?

Crewe Advisors manages approximately $1.6B in assets under management.

What does Crewe Advisors invest in?

Crewe Advisors focuses on Long-Term Investments, Philanthropy, Private Equity.

How can I contact Crewe Advisors?

Verified contact details, key decision-makers, and investment preferences for Crewe Advisors are available on LPbacked. Create a free account to access them.