Crewe Advisors
Finance · Utah, United States · 11-50 Employees
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Overview
Headquarters
136 E South Temple Ste 2400, Salt Lake C...Phone Number
(385) 355-2700Website
www.creweadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
2
2
2
2
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2
About Crewe Advisors
Crewe Advisors is an SEC-registered investment advisor that specializes in providing investment advisory services, including private wealth management. The company aims to help clients achieve financial harmony and peace of mind through its tailored financial solutions. Crewe Advisors serves a diverse clientele, offering both investment advisory and investment banking services through its affiliate, Crewe Capital, LLC. With locations in Salt Lake City, UT, and Scottsdale, AZ, the firm is dedicated to delivering personalized financial guidance.Explore more
Crewe Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Crewe Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Crewe Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crewe Advisors.
Crewe Advisors Tech Stack
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Most Recent Scoops
Open Position
New Hire
Executive Move
Executive Moves, New Hire
Lateral Move
Executive Move
Executive Moves, Lateral Move
Facilities Relocation / Expansion
Crewe Advisors is planning to move offices in April 2025. The move will impact approximately 6 employees at the existing office located at 16100 N 71St St, Suite #140, Scottsdale, AZ.
Facilities Relocation/Expansion
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Crewe Advisors News & Media
C-suite roundup: Crewe Advisors hires new CIO as Callan Family Office appoints chief tax strategist
Meanwhile, Bellevue, Washington-based Parcion Private Wealth strengthens its leadership with two C-suite additions.Crewe Advisors Brings on Seth Merrill as CIO, Appoints Dustin Thackeray as Head of Portfolio Management
SALT LAKE CITY--(BUSINESS WIRE)--Crewe Advisors (Crewe) has brought on Seth Merrill, CFA, as chief investment officer and partner, and appointed Dustin Thackeray, CFA, as head of portfolio management, marking a critical buildout of the firm’s investment team and capabilities. As the RIA and multi-family office serving high-net-worth individuals surpasses $2.5 billion in assets under management, it is at an inflection point for future growth. The leadership across the investment team sets the foCrewe Advisors Expands With Strategic Addition of Utah-Based Advisory Team
SALT LAKE CITY--(BUSINESS WIRE)--Crewe Advisors (Crewe) today announced a strategic partnership with James Davenport, CFP® and his team of three associates. Davenport joins as a partner at the Salt Lake City RIA which anticipates breaking $2 billion in assets under management this year. Davenport has spent two decades building his advisory practice serving high-net-worth clients through a holistic approach, finding the connectivity between client goals and wealth management. “I’ve known the CreCrewe Foundation Launches to Deliver Simpler, More Impactful Philanthropy
SALT LAKE CITY--(BUSINESS WIRE)--Crewe Foundation launches to make philanthropy simple and impactful through education, expert guidance, and in-depth planning services. Through an inclusive, simplified platform, donors are able to work with trusted, gift-planning specialists to navigate planning, establish and administer donor-advised funds, charitable trusts, and all types of charitable gifts. Launching with over $90 million in assets under administration, the foundation plans to grow and adap
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Crewe Advisors is an SEC-registered investment advisor that specializes in providing investment advisory services, including private wealth management. The company aims to help clients achieve financial harmony and peace of mind through its tailored financial solutions. Crewe Advisors serves a diverse clientele, offering both investment advisory an... Read More
