Crewe Advisors Employee Directory

Financial ServicesUtah, United States11-50 Employees

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.

Find Crewe Advisors employees' phone numbers or email addresses

Crewe Advisors Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

Crewe Advisors's Leadership

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    S. M.
    Chief Investment Officer
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    J. M.
    President & Chief Operating Officer
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    D. T.
    Head Of Portfolio Management
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    R. H.
    Managing Partner
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    D. S.
    Partner
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    N. P.
    Partner | Family Cfo
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    J. F. D.
    Partner
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    R. S.
    Partner
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Contact profiles from Crewe Advisors

Name
Title
Contact Info
Location
Last Update
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    L. L.
    Senior Vice President
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    Oct 16, 2024
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    R. H.
    Director Of Finance And Operations
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    United StatesUtah
    Oct 27, 2025
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    J. H.
    Senior Investment Analyst
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    United StatesUtah
    Nov 10, 2025
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    K. M.
    Senior Associate
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    United StatesArizona
    Nov 20, 2025
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    T. P.
    Wealth Advisor
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    United StatesUtah
    Nov 24, 2025
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    A. H.
    Associate
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    United StatesUtah
    Oct 18, 2025
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    A. L.
    Analyst
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    United StatesUtah
    Sep 04, 2025
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    G. W.
    Client Services Associate
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    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    M. N.
    Wealth Advisor
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    Oct 21, 2025
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    R. A. C.
    Wealth Planner
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    United StatesUtah
    Oct 27, 2025

Frequently Asked Questions

What is Crewe Advisors known for?

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Crewe Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 650 South Main Street, Suite 700; you can contact the main corporate office by phone at . Explore Crewe Advisors's company overview page for more information.

What is Crewe Advisors's most common email format?

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Crewe Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crewe Advisors email formats with LeadIQ.

How many employees does Crewe Advisors have currently?

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Crewe Advisors has approximately 32 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Crewe Advisors's key employees and leadership?

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As of December 2025, Crewe Advisors's key employees include:

  • Chief Investment Officer: S. M.
  • President & Chief Operating Officer: J. M.
  • Head Of Portfolio Management: D. T.
  • Managing Partner: R. H.
  • Partner: D. S.

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