CREW WEALTH MANAGEMENT

CREW WEALTH MANAGEMENT of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 132867).

Registration

• CRD: 132867
• Type: Registered investment adviser
• Location: 1266 MONTEREY ST., SAN LUIS OBISPO, CA, 93401
• Phone: 805-781-3885
• Latest filing: 2026-01-14
• Clients: 6

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132867 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search