CRU Wealth Management

Overview

CRU Wealth Management operates as an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning and discretionary portfolio management, with a fee model that combines a percentage-of-assets component and fixed fees. CRU is organized as an LLC and focuses on traditional advisory services rather than pension consulting or multi-state institutional work. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives