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CRUX WEALTH ADVISORS
CRD 330731 · SEC 801-130283
111 W. OCEAN BLVD, 4TH FLOOR, LONG BEACH, CA, 90802, United States
Phone
562.735.3875
Fax
562-239-2010
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$547.7M
Discretionary AUM
$489.2M
Team
14 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 538 | $177.7M |
| High net worth individuals | 118 | $308.8M |
| Pension/profit sharing plans | 20 | $59.1M |
States served
AZ, CA, CO, IL, LA, NV, NY, NC, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD