CREW WEALTH MANAGEMENT

Overview

Crew Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm’s primary advisory activity is financial planning rather than large-scale portfolio management: its stated fee model is hourly charges and fixed fees, which aligns with a client-engagement model focused on planning, advice and project work instead of asset-based billing. The firm is not listed as an active ESG investor, is not a pension consultant, and is not designated as a capital allocator — indicating its role is advisory and referral-oriented rather than managing captive alternative funds or running pooled investment vehicles. Regulatory and operational attributes point to a small, locally focused practice. The firm is not registered as a multi-state adviser and is not new to the advisory business, suggesting an established single-state footprint and a narrow service set centered on individualized planning engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices