Crewe Advisors LLC

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Crewe Advisors LLC ✚
CRD #	173920
SEC #	801-80723
CIK #	0001730033
AUM	3,050.6 M (2026-04-03)
Employees	32 (50% Investors, 6% Brokers)
Fees
Minimum
Phone	385-355-2700
Address	650 S Main Street Salt Lake City, UT 84101
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($B) Copy

In the News
Wed, 10 Jun 2026	Crewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGC — Business Wire
Wed, 10 Jun 2026	Crewe Advisors takes on minority investment to fuel acquisitions and organic growth — InvestmentNews
Wed, 10 Jun 2026	Exclusive: WPCG and HGGC to invest in $3.3bn Crewe Advisors — Citywire

Sector	Form 13F Holdings	Value ($M)
	PACS Group Inc	88.5
	Microsoft Corp	30.9
	Apple Inc	26.7
	Chevron Corp	21.6
	Alphabet Inc	15.2
	Advanced Micro Devices Inc	8.0

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
VC	Crewe Partners One LLC	[2026-03-25]	22.0 M	21.8 M
	Offered $22,000,000 · Filed 2025-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals)	211	0.1
(b) Individuals (high net worth individuals)	303	1.7
(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	1	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	71	0.2
(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	173	1.1
(n) Other	0	0.0
Total	1,985	3.1
By Discretionary
Discretionary	1,973	3.0
Non-Discretionary	12	0.0
Total	1,985	3.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		3.0
Total	1,985	3.1

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Crewe Alternative Investments LLC	Executive Officer	1	1

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001730033]
SC 13G	[0001730033]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Crewe Advisors LLC	Pluralsight Inc	[2019-01-31]

Firm Profile (Form ADV)
Clients	1
Serves	Institutional, Retail

Comparable Firms	State	AUM
Thompson Investment Management Inc ✚	WI	3,084.4 M
Efficient Advisors LLC ✚		3,082.9 M
Disciplina Capital Management LLC ✚	TN	3,057.8 M
Silvant Capital Management LLC ✚	GA	3,040.5 M
Obermeyer Wood Investment Counsel LLLP ✚	CO	3,034.1 M
Gibson Capital LLC ✚	PA	3,034.0 M
Carrick Lane LLC ✚	NY	3,029.8 M
Strategic Global Advisors LLC ✚	CA	3,025.1 M
Globalt Investments LLC ✚	GA	3,021.8 M
Chesley Taft & Associates LLC ✚	IL	3,013.5 M

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Crewe Advisors LLC

Assets, Funds, Holdings