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CRUZ INVESTMENTS & WEALTH MANAGEMENT

CRUZ, REYNALDO

CRD 163356

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605 NORTH BROADWAY, 2ND FLOOR, AURORA, IL, 60505, United States

Phone

630-897-0333

Fax

630-906-6304

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

5 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

All web addresses on file

Official SEC filing: View on IAPD