CA
CREWE ADVISORS
SEC RegisteredSALT LAKE CITY, UThttps://crewe.com385-355-2700
Assets Under Management
$1B–$5B
Employees
32
Office Locations
2 offices
Total Accounts
1985
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
wealth_management
Private funds / alternatives
Venture Capital
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 211 | $70M |
| High Net Worth Individuals | 303 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $22M |
| State/Municipal Entities | 71 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Ryan Paul Halliday
MEMBER
Llc Hh2007
BUSINESS ENTITY
Emelie Camille Halliday
MEMBER
Michael Patrick Bennett
MEMBER
Dustin Chad Thackeray
MEMBER
Dustin Chad Thackeray
CHIEF INVESTMENT OFFICER/PARTNER
Daniel David Sudit
MEMBER
Ryan Paul Halliday
MANAGING PARTNER
Daniel David Sudit
PARTNER
Veronica Isaac Sudit
MEMBER
Hayley Nicole Nelson
CHIEF COMPLIANCE OFFICER
Office locations
2 offices in 2 states
UT
SALT LAKE CITYHQ
AZ
SCOTTSDALE
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#173920
SEC Number
801-80723
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Minimum: $2,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.20% |
| $1,000,001 - $5,000,000 | 1.00% |
| $5,000,001 and above | 0.90% |
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
crewe.comPhone
385-355-2700Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CREWE ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.