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Est. 2026The front page of wealth managementNew York

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Elected Manager · Crewe Advisors

Nicholas M. Trepp

CRD 6208686 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Crewe Advisors, an SEC-registered wealth manager based in Salt Lake City, UT with $3.1 billion in regulatory assets, lists Nicholas M. Trepp on its Form ADV as Elected Manager, a control person. The SEC filings also name Nicholas at 1 other registered adviser.

Firms and roles

  • Crewe AdvisorsElected ManagerWealth manager · Salt Lake City, UT · $3.1B in regulatory assets
  • The Wealth Alliance, LLCElected ManagerWealth manager · Melville, NY · $2.1B in regulatory assets

AtlasMembers

Nicholas’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (9)

4 more people named with Nicholas on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

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