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| Crewe Advisors LLC
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|---|---|
| CRD # | 173920 |
| SEC # | 801-80723 |
| CIK # | 0001730033 |
| AUM | $1.6 BB (2024-06-07) |
| Employees | 24 (58% Investors, 4% Brokers) |
| Phone | 385-355-2700 |
| Address | 650 S Main Street Salt Lake City, UT 84101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ENSG | 4,100.9 | 136.1 | |
| MSFT | 1,918,222.4 | 22.2 | |
| CVX | 294,604.1 | 18.8 | |
| PNTG | 374.4 | 17.0 | |
| AAPL | 2,382,844.0 | 16.3 | |
| TSLA | 723,390.3 | 10.6 | |
| GOOG | 1,482,566.4 | 8.0 | |
| AMD | 131,458.5 | 6.7 | |
| AMZN | 1,092,997.8 | 5.8 | |
| GOOGL | 1,475,138.5 | 5.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 47.8 |
| (b) Individuals (high net worth individuals) | 156 | 1,212.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 15 | 133.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 45 | 226.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,096 | 1,620.5 |
| By Discretionary | ||
| Discretionary | 1,081 | 1,609.6 |
| Non-Discretionary | 15 | 10.9 |
| Total | 1,096 | 1,620.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.9 | |
| United States Persons | 1,615.6 | |
| Total | 1,096 | 1,620.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730033] | |
| SC 13G | [0001730033] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Crewe Advisors LLC | Pluralsight Inc | [2019-01-31] |
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|---|---|---|
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MO | 1.6 |
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Quadrant Private Wealth Management LLC
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1.6 | |
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IL | 1.6 |
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Private Wealth Asset Management LLC
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NE | 1.6 |