CRU Wealth Management

Overview

CRU Wealth Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual rather than a larger corporate platform. Fee arrangements include a percentage-of-assets model alongside the option for hourly billing. CRU does not position itself as a capital allocator, does not report active ESG investing, and is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives