CRUSONIA WEALTH ADVISORS LLC

Overview

Crusonia Wealth Advisors LLC is an independent registered investment adviser and capital allocator that serves high-net-worth individuals, families and select institutional clients. The firm combines advisory planning and portfolio management with the ability to select outside managers, positioning itself to build multi-asset solutions rather than relying solely on in-house strategies. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals and businesses, and the selection of other advisers for specialized mandates. Crusonia charges a mix of percentage‑of‑AUM, hourly and fixed fees and does not identify as an active ESG investor. Strategically, the firm leans heavily toward pooled public investments—public funds and mutual funds represent the dominant portion of its managed assets—while maintaining an allocation to private markets and other alternatives via third‑party external managers. That combination reflects a hybrid approach: use broad, efficient public fund exposures for core portfolios and deploy manager relationships to access private equity, real estate and other alternatives when appropriate for client goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices