Crewe Advisors LLC
● SEC registered since 2015CRD 173920SEC# 801-80723Salt Lake City, UT
Ranks #1,736 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$3.05B
Fund GAV
$21.8M
Private funds
1
Employees
32
Accounts
1,985
Location
Salt Lake City, UT
Crewe Advisors LLC assets under management
Crewe Advisors LLC is an SEC-registered investment adviser based in Salt Lake City, UT. The firm has been registered since 2015. It reports $3.1 billion in regulatory assets under management and employs 32 people. Crewe Advisors LLC manages 1 private fund with combined gross assets of $21.8 million, including Crewe Partners One, LLC. By regulatory assets, it ranks 1,736 of 6,030 private fund managers.
Crewe Advisors LLC private funds
1 funds · $21.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Crewe Partners One, LLC | Venture Capital | $21.8M | — |
Crewe Advisors LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Crewe Advisory Partners, LLC Control | Owner | Over 75% | 2026 |
| Daniel David Sudit Control | Partner | Under 5% | 2015 |
| Hayley Nicole Nelson Control | Chief Compliance Officer | Under 5% | 2018 |
| Jason Richard Miller Control | President And Chief Operating Officer | Under 5% | 2023 |
| Ryan Paul Halliday Control | Managing Partner | Under 5% | 2015 |
| Aspire Holdings, LLC Control | Owner | Over 75% | 2026 |
| Jason Richard Miller Control | Elected Manager | — | 2026 |
| Louise Goudy Willmering Control | Elected Manager | — | 2026 |
| Nicholas Michael Trepp Control | Elected Manager | — | 2026 |
| Project Golf Acquisition, LLC Control | Owner | 25-50% | 2026 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Crewe Advisors LLC manage?
Crewe Advisors LLC reports $3.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Crewe Advisors LLC manage?
Crewe Advisors LLC manages 1 private funds with combined gross assets of $21.8 million.
How many employees does Crewe Advisors LLC have?
Crewe Advisors LLC reports 32 employees.
Where is Crewe Advisors LLC located?
Crewe Advisors LLC is based in Salt Lake City, UT and has been SEC-registered since 2015.
Does Crewe Advisors LLC disclose fund performance?
Crewe Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 650 S. Main Street, Suite 700, Salt Lake City, UT 84101 |
| Phone | 385-355-2700 |
| Fax | (385) 355-2722 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1730033 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.05B▲ 21%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
AUM vs fund managersTop 29%
Larger than 71% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 17%
More than 83% of 16,824 advisers
Assets under management
$3.05Bregulatory AUM
Discretionary $3.04BNon-discretionary $10.2M