Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor.
 
Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family.
 
Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to single family offices in a more cost effective, synergistic structure. 

Crewe Advisors seeks to protect and grow existing wealth, plan for future generations, and simplify the lives of clients.

Investment Management

Crewe Advisors

Crewe Advisors' headquarters in Salt Lake City, United States

Ryan Halliday

Jason Miller

The Wealth Management Team at Crewe Advisors works closely with a limited number of clients to provide tailored financial planning and investment strategies. Comprising Wealth Managers, Wealth Planners, and Wealth Advisors, the team focuses on protecting and growing existing wealth, planning for future generations, and simplifying the financial lives of clients through personalized, holistic advice and management.

Wealth Management Team

This department is responsible for managing client relationships and ensuring customer satisfaction.

Client Services

The Investment and Operations team at Crewe Advisors is responsible for managing and optimizing clients' investment portfolios and overseeing the operational aspects of the firm's services. This team ensures effective execution of investment strategies, continuous monitoring, and rebalancing of asset allocations while maintaining high operational standards to streamline processes and deliver exceptional client service. They work collaboratively to enhance client experiences and support long-term wealth preservation and growth.

Investment and Operations

This department oversees investment strategies, research, and operations to optimize portfolio performance.

This department focuses on developing and maintaining strategic relationships with partners to enhance business opportunities.

Partnership Management

This department conducts in-depth analysis and research on investment opportunities to support financial decision-making.

Crewe Advisors

Org chart

Teams

Wealth Management Team

Client Services

Investment and Operations

Investment Management

Partnership Management

Investment Research

Offices

Crewe Advisors

Org chart

Teams

Wealth Management Team

Client Services

Investment and Operations

Investment Management

Partnership Management

Investment Research

Offices

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