Crewe Advisors Employee Directory

Financial ServicesUtah, United States11-50 Employees

Crewe Advisors is a Utah-based financial services firm that operates as a fee-based independent SEC Registered Investment Advisor and functions as a multi-family office. The organization emphasizes a focused client approach, working with a limited number of clients to maintain a low client-to-professional ratio and deliver attentive service across wealth management, planning for future generations, and simplification of clients’ financial affairs. Its team combines complementary disciplines to offer the services typically associated with single family offices but within a more cost-efficient, synergistic structure. The firm seeks to protect and grow existing wealth while addressing long-term planning needs for client families, situated in Salt Lake City and serving the broader multi-family office market. In June 2026, Crewe Advisors announced a strategic partnership with Wealth Partners Capital Group, signaling a collaborative expansion within its advisory network.

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