# Crew Wealth Management

> Crew Wealth Management is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2005, with no regulatory assets under management reported in its Form ADV filing dated January 14, 2026.

- CRD: 132867
- Filed as: CREW WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132867
- AdvisorCensus page: https://advisorcensus.com/firm/crew-wealth-management-san-luis-obispo-ca-132867

## Quick answers

**How is Crew Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Crew Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crew Wealth Management located?**
Crew Wealth Management's principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Crew Wealth Management registered with the SEC or a state?**
Crew Wealth Management is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 132867.

**Does Crew Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132867

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2005 (21 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crewwealthmgmt.com
- Facebook @crewwealthmanagement
- LinkedIn @williamhenrycrew
- X @WHCiiiWM
- YouTube @UC0KsnFk0yywU_4zFujo7ZIw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crew Wealth Management (CRD 132867): Form ADV filing data as of October 2026.