Investment adviser · CRD 173920

CREWE ADVISORS

Investment adviser filing (IA)

CREWE ADVISORS LLC

SALT LAKE CITY, UT, United States · Form ADV filed Aug 25, 2026

Regulatory AUM
$3.05B
Form ADV · Item 5.F
Client accounts
1,985
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
16
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals303$1,677,875,27655.0%
Corporations & businesses173$1,050,431,23034.4%
Charities71$219,888,6417.2%
Individuals211$70,087,4692.3%
Pooled investment vehicles1$21,780,4910.7%
Insurance companiesFewer than 5$8,908,2750.3%
Retirement plansFewer than 5$1,620,9280.1%
Filing source

Form ADV 2128232 · Aug 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CREWE PARTNERS ONE, LLCVenture Capital Fund · Last reported Aug 25, 2026$21.8MGross asset value

Form D fundraising filings

Crewe Partners One, LLC

Fund administrator CARTA SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CHERRY BEKAERT LLP RALEIGH, North Carolina, United States
Custodian CHOICE FINANCIAL GROUP FARGO, North Dakota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

CHERRY BEKAERT LLP
PCAOB 677

CHOICE FINANCIAL GROUP
LEI 549300BB4LSE4JRRGV15

Fund details & source
Fund ID
805-9481901339
Reported beneficial owners
40
Minimum commitment
$0
Form D file number
021-553520

Form ADV 2128232 · Aug 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 25, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

650 S. MAIN STREET, SUITE 700
SALT LAKE CITY, UT, 84101, United States

CRD 173920

Filing source

Form ADV 2128232 · Aug 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.