| Name | Title | Ownership | Since |
|---|---|---|---|
| Crewe Holdings, LLC | Holding Company | 5-10% | 2014 |
| Daniel David Sudit Control | Partner | Under 5% | 2015 |
| Hayley Nicole Nelson Control | Chief Compliance Officer | Under 5% | 2018 |
Crewe Advisors LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
Crewe Advisors LLC reports 30 employees.
Crewe Advisors LLC is based in Salt Lake City, UT and has been SEC-registered since 2015.
Crewe Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 650 S. Main Street, Suite 700, Salt Lake City, UT 84101 |
| Phone | 385-355-2700 |
| Fax | (385) 355-2722 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1730033 |
| Discloses disciplinary history | No |
| Discretionary | $2.4B |
| Non-discretionary | $113.5M |
| Total (RAUM) | $2.51B |