CREWE ADVISORS LLC
Legal name: CREWE ADVISORS
CRD #173920 SEC #801-80723 SALT LAKE CITY, UT 385-355-2700
SEC Registered
Total AUM
$2.5B
Discretionary
$2.4B
Employees
30
Clients
--
Accounts
1,711
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.5B | $2.4B | $113.5M | 30 | 1 |
| Aug 2025 | $2.5B | $2.4B | $113.5M | 30 | 1 |
| Jun 2025 | $2.5B | $2.4B | $113.5M | 30 | 1 |
| May 2025 | $2.5B | $2.4B | $113.5M | 30 | 1 |
| Mar 2025 | $2.5B | $2.4B | $113.5M | 30 | 1 |
| Oct 2024 | $1.6B | $1.6B | $10.9M | 24 | 2 |
| Jun 2024 | $1.6B | $1.6B | $10.9M | 24 | 2 |
| Apr 2024 | $1.6B | $1.6B | $10.9M | 24 | 2 |
| Mar 2024 | $1.6B | $1.6B | $10.9M | 24 | 2 |
| Feb 2024 | $1.3B | $1.3B | $910.4K | 20 | 0 |
| Sep 2023 | $1.3B | $1.3B | $910.4K | 20 | 0 |
| Mar 2023 | $1.3B | $1.3B | $910.4K | 20 | 0 |
| Dec 2022 | $1.1B | $1.1B | $3.4M | 17 | 0 |
| Mar 2022 | $1.1B | $1.1B | $3.4M | 17 | 0 |
| Dec 2021 | $719M | $677.3M | $41.7M | 12 | 0 |
| Sep 2021 | $719M | $677.3M | $41.7M | 12 | 0 |
| Sep 2021 | $719M | $677.3M | $41.7M | 12 | 0 |
| Mar 2021 | $719M | $677.3M | $41.7M | 12 | 0 |
| Dec 2020 | $600.1M | $567.5M | $32.6M | 12 | 4 |
| Nov 2020 | $600.1M | $567.5M | $32.6M | 12 | 4 |
| Jun 2020 | $600.1M | $567.5M | $32.6M | 12 | 4 |
| Feb 2020 | $600.1M | $567.5M | $32.6M | 12 | 4 |
| Mar 2019 | $696.8M | $647.7M | $49.1M | 12 | 6 |
| Feb 2019 | $523.7M | $423.1M | $100.6M | 14 | 16 |
| Aug 2018 | $523.7M | $423.1M | $100.6M | 14 | 16 |
| Aug 2018 | $523.7M | $423.1M | $100.6M | 14 | 16 |
| Mar 2018 | $523.7M | $423.1M | $100.6M | 14 | 16 |
| Feb 2018 | $523.7M | $423.1M | $100.6M | 14 | 16 |
| Jan 2018 | $523.7M | $423.1M | $100.6M | 14 | 16 |
| Mar 2017 | $381.6M | $381.6M | $0 | 14 | 200 |
| Mar 2017 | $381.6M | $381.6M | $0 | 14 | 200 |
| Mar 2017 | $381.6M | $381.6M | $0 | 14 | 200 |
| Jan 2017 | $288.2M | $288.2M | $0 | 12 | 26 |
| Jan 2017 | $288.2M | $288.2M | $0 | 12 | 26 |
| Nov 2016 | $288.2M | $288.2M | $0 | 12 | 26 |
| Oct 2016 | $288.2M | $288.2M | $0 | 12 | 26 |
| Oct 2016 | $288.2M | $288.2M | $0 | 12 | 26 |
| Mar 2016 | $288.2M | $288.2M | $0 | 7 | 26 |
| Feb 2016 | $260.1M | $260.1M | $0 | 7 | 26 |
| Nov 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Nov 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Nov 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Oct 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Oct 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Sep 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Sep 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Aug 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Jun 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| May 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| May 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| May 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| May 2015 | $260.1M | $260.1M | $0 | 6 | 26 |
| Apr 2015 | $260.1M | $260.1M | $0 | 5 | 26 |
| Apr 2015 | $260.1M | $260.1M | $0 | 5 | 26 |
| Apr 2015 | $260.1M | $260.1M | $0 | 2 | 26 |
| Apr 2015 | $260.1M | $260.1M | $0 | 2 | 26 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
| Feb 2015 | $0 | $0 | $0 | 1 | 0 |
| Jan 2015 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$113.5M
Employees30
Clients1
DateAug 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$113.5M
Employees30
Clients1
DateJun 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$113.5M
Employees30
Clients1
DateMay 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$113.5M
Employees30
Clients1
DateMar 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$113.5M
Employees30
Clients1
DateOct 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.9M
Employees24
Clients2
DateJun 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.9M
Employees24
Clients2
DateApr 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.9M
Employees24
Clients2
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$10.9M
Employees24
Clients2
DateFeb 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$910.4K
Employees20
Clients0
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$910.4K
Employees20
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$910.4K
Employees20
Clients0
DateDec 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.4M
Employees17
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.4M
Employees17
Clients0
DateDec 2021
Total AUM$719M
Discretionary$677.3M
Non-Disc.$41.7M
Employees12
Clients0
DateSep 2021
Total AUM$719M
Discretionary$677.3M
Non-Disc.$41.7M
Employees12
Clients0
DateSep 2021
Total AUM$719M
Discretionary$677.3M
Non-Disc.$41.7M
Employees12
Clients0
DateMar 2021
Total AUM$719M
Discretionary$677.3M
Non-Disc.$41.7M
Employees12
Clients0
DateDec 2020
Total AUM$600.1M
Discretionary$567.5M
Non-Disc.$32.6M
Employees12
Clients4
DateNov 2020
Total AUM$600.1M
Discretionary$567.5M
Non-Disc.$32.6M
Employees12
Clients4
DateJun 2020
Total AUM$600.1M
Discretionary$567.5M
Non-Disc.$32.6M
Employees12
Clients4
DateFeb 2020
Total AUM$600.1M
Discretionary$567.5M
Non-Disc.$32.6M
Employees12
Clients4
DateMar 2019
Total AUM$696.8M
Discretionary$647.7M
Non-Disc.$49.1M
Employees12
Clients6
DateFeb 2019
Total AUM$523.7M
Discretionary$423.1M
Non-Disc.$100.6M
Employees14
Clients16
DateAug 2018
Total AUM$523.7M
Discretionary$423.1M
Non-Disc.$100.6M
Employees14
Clients16
DateAug 2018
Total AUM$523.7M
Discretionary$423.1M
Non-Disc.$100.6M
Employees14
Clients16
DateMar 2018
Total AUM$523.7M
Discretionary$423.1M
Non-Disc.$100.6M
Employees14
Clients16
DateFeb 2018
Total AUM$523.7M
Discretionary$423.1M
Non-Disc.$100.6M
Employees14
Clients16
DateJan 2018
Total AUM$523.7M
Discretionary$423.1M
Non-Disc.$100.6M
Employees14
Clients16
DateMar 2017
Total AUM$381.6M
Discretionary$381.6M
Non-Disc.$0
Employees14
Clients200
DateMar 2017
Total AUM$381.6M
Discretionary$381.6M
Non-Disc.$0
Employees14
Clients200
DateMar 2017
Total AUM$381.6M
Discretionary$381.6M
Non-Disc.$0
Employees14
Clients200
DateJan 2017
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients26
DateJan 2017
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients26
DateNov 2016
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients26
DateOct 2016
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients26
DateOct 2016
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees12
Clients26
DateMar 2016
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees7
Clients26
DateFeb 2016
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees7
Clients26
DateNov 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateNov 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateNov 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateOct 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateOct 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateSep 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateSep 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateAug 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateJun 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateMay 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateMay 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateMay 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateMay 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees6
Clients26
DateApr 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees5
Clients26
DateApr 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees2
Clients26
DateApr 2015
Total AUM$260.1M
Discretionary$260.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0