Crewe Advisors announced that it will establish a strategic partnership with Wealth Partners Capital Group (WPCG) and HGGC, with the two firms making a minority equity investment in the Utah-based registered investment adviser to support future acquisitions and organic growth initiatives.
Under the transaction, WPCG and HGGC’s Aspire Holdings platform will acquire minority stakes in Crewe, while the firm’s management team will remain majority shareholders and continue leading day-to-day operations.
Founded in 2015 by Managing Partner Ryan Halliday, Crewe Advisors provides investment management, financial planning, and family office services for individuals, families, entrepreneurs, and executives. The firm operates from Salt Lake City, Utah, with an additional office in Scottsdale, Arizona, and managed approximately $3.3 billion in assets as of June 2, 2026.
Crewe’s team offers expertise across legal, tax, investment, insurance, business planning, and estate planning disciplines, delivering customized wealth management solutions to clients.
The investment is intended to strengthen the firm’s growth strategy through both acquisitions and internal initiatives while enabling continued investment in personnel and capabilities.
Wealth Partners Capital Group is a financial services holding company that partners with wealth management firms by providing capital, strategic merger and acquisition expertise, and support for organic growth. HGGC is a partnership-focused private equity firm with more than $10 billion in assets under management as of March 31, 2026.
The transaction is expected to close in June 2026, subject to customary closing conditions. Financial terms were not disclosed.
Moulton Moore Stella served as legal counsel to Crewe Advisors.
KEY QUOTES:
“We are excited to partner with WPCG and HGGC as we look to build on the momentum we have created. At Crewe, our fiduciary commitment to clients and our focus on building lifelong relationships have always been central to who we are. 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.”
Ryan Halliday, Managing Partner, Crewe Advisors
“Since our first meeting with Crewe in 2019, it has been clear that Ryan and his team are building a differentiated business. 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.”
Sean Bresnan, Founding Partner, Wealth Partners Capital Group
“Crewe has developed a compelling wealth management and family office platform that helps their clients achieve financial harmony through thoughtful advice, exceptional comprehensive service and deep financial expertise. We look forward to partnering with WPCG and Crewe as the firm continues expanding its capabilities and reach.”
HGGC
