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| Happy Holidays!! thanks for using AUM13F!! |
| Crewe Advisors LLC
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| CRD # | 173920 |
| SEC # | 801-80723 |
| CIK # | 0001730033 |
| AUM | $2.5 B (2025-06-05) |
| Employees | 30 (53% Investors, 17% Brokers) |
| Phone | 385-355-2700 |
| Address | 650 S Main Street Salt Lake City, UT 84101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001730033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.8 | ||
| PACS Group Inc | 14.4 | ||
| Tesla Motors Inc | 14.1 | ||
| Amazon Com Inc | 5.9 | ||
| Advanced Micro Devices Inc | 5.4 | ||
| Nvidia Corp | 4.9 | ||
| EQT Corp | 4.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 0.1 |
| (b) Individuals (high net worth individuals) | 282 | 1.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 50 | 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 | 143 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,711 | 2.5 |
| By Discretionary | ||
| Discretionary | 1,694 | 2.4 |
| Non-Discretionary | 17 | 0.1 |
| Total | 1,711 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 1,711 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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