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CREWE ADVISORS

SALT LAKE CITY, UT · CRD 173920 · IAPD ↗ · 385-355-2700

$3.05BRegulatory AUM
16Advisory reps
32Employees
1Clients
More than 500Planning clients
1Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — CREWE ADVISORS now reports 1 private fund(s) ($21.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
47
June 2025 — CREWE ADVISORS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — CREWE ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2025 — CREWE ADVISORS reported RAUM up 55% ($1.62B -> $2.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
May 2024 — CREWE ADVISORS notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CREWE ADVISORS reported RAUM up 26% ($1.29B -> $1.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.