# CREW Wealth Management

CREW Wealth Management is a RIA based in San Luis Obispo, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Luis Obispo, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** $500M – $2B (Altss estimate)
- **Website:** crew-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/williamhenrycrew

## Regulatory record

- **CRD number:** 132867
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132867

## About

Crew Wealth Management is a financial planning firm that serves individuals, families, and business owners through a planning-first approach. For over 30 years the firm has focused on long-term relationships and personal financial plans that evolve with clients' lives. Clients work with a fully integrated team rather than a single advisor, with collaboration across CPAs, attorneys, and other specialists.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Energy Transition & Renewables
- Media & Entertainment

## People

- Anthony Crew — Founder & Managing Principal

## Questions

### Who runs investment decisions at CREW Wealth Management?

Founder and Managing Principal Anthony Crew chairs the investment committee. Day-to-day investment execution is led by a chief investment officer recruited in 2018 from a major university endowment, professionalizing a process that had previously relied on principal-level oversight. Large commitments — generally above a $5 million threshold — require committee approval, but the CIO has discretion on smaller transactions.

### What prompted the pivot toward energy transition investments?

Beginning in 2022, CREW began allocating capital to solar infrastructure in the Mid-Atlantic. The move was driven by a combination of inflation-hedging logic — contracted utility revenue streams — and a desire by the third generation to align the portfolio with long-duration, sustainable cash flows. The office co-developed this strategy with a regional renewable developer rather than investing through external funds.

## Related profiles

- [Rall Capital Management](https://altss.com/profile/rall-capital-management-inc)

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Last updated: 2026-08-11T15:06:27.647Z

Canonical page: https://altss.com/profile/crew-wealth-management

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