Crewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGC
Utah-Based RIA will Receive Investment to Support Next Phase of Growth
Crewe Advisors LLC (“Crewe”), a Utah-based registered investment adviser (“RIA”), today announced it will enter into a strategic partnership with Wealth Partners Capital Group (“WPCG”), a financial services holding company, and HGGC, a values-driven, partnership-focused middle-market private equity firm. WPCG and the Aspire Holdings platform of HGGC will make a minority equity investment in Crewe to support the firm’s growth through both acquisitions and organic growth initiatives. The management team of Crewe will remain majority shareholders and continue to lead the firm’s operations.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260610243699/en/ Ryan Halliday, Managing Partner at Crewe Advisors
Founded in 2015 by Managing Partner Ryan Halliday, Crewe is a wealth management firm based in Salt Lake City, Utah with an additional office in Scottsdale, Ariz. The firm provides comprehensive investment management, financial planning and family office services for individuals, families, entrepreneurs and executives. Crewe delivers personalized solutions tailored to each client’s needs, supported by a team with expertise spanning law, tax, investments, insurance, business planning and estate planning. As of June 2, 2026, Crewe had approximately $3.3 billion in assets under management.
