Crewe Advisors has agreed to a minority equity investment from Wealth Partners Capital Group and the Aspire Holdings platform of HGGC as it looks to accelerate both acquisitions and organic growth.
Founded in 2015 by Managing Partner Ryan Halliday, the $3.3 billion RIA serves individuals, families, entrepreneurs and executives from its Utah headquarters and an additional office in Scottsdale, Arizona.
The firm offers investment management, financial planning and family office services, drawing on a team with backgrounds spanning law, tax, insurance, business planning and estate planning. Management will retain majority ownership and continue running day-to-day operations under the deal.
"We are excited to partner with WPCG and HGGC as we look to build on the momentum we have created," said Ryan Halliday, Managing Partner of Crewe Advisors. "This partnership strengthens our ability to invest in our people, deepen our capabilities and expand our reach, while continuing to deliver the high level of service our clients have come to expect."
The relationship between the two firms stretches back several years. Sean Bresnan, Founding Partner of WPCG, noted that his firm has been watching Crewe develop since an initial meeting in 2019.
"Since our first meeting with Crewe in 2019, it has been clear that Ryan and his team are building a differentiated business," said Bresnan. "We've had the opportunity to watch Crewe grow into the exceptional firm it is today, anchored by a strong culture and a genuine commitment to client service, and we look forward to supporting its next phase of growth."
The transaction is subject to customary closing conditions and is expected to complete this month. Financial terms were not disclosed.
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