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Elected Manager · Crewe Advisors

Louise G. Willmering

CRD 2185274 · Named on Form ADV at one SEC-registered adviser

At a glance

Crewe Advisors, an SEC-registered wealth manager based in Salt Lake City, UT with $3.1 billion in regulatory assets, lists Louise G. Willmering on its Form ADV as Elected Manager, a control person.

Firms and roles

  • Crewe AdvisorsElected ManagerWealth manager · Salt Lake City, UT · $3.1B in regulatory assets

AtlasMembers

Louise’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Louise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.