CRUX WEALTH ADVISORS
Firm details
- Headquarters
- LONG BEACH, California
- CRD number
- 330731
- Registered since
- June 4, 2024
- Website
- cruxwealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.38%
- Individuals32.45%
- Pension & Profit Sharing Plans10.78%
- Charitable Organizations0.32%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Crux Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and established in 2024. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Core advisory services reported include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting. The firm lists an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2DAVID COLLEY
Chief Operating OfficerCRD 4373786
TRAVIS ALEXANDER
Chief Executive OfficerCRD 5504338
Contacts
3 of 9JULIE YOUNG-SEDILLO
Wealth AdvisorCRD 2905907
Deana Dyjor
Wealth AdvisorCRD 5229670
MA TAPANG
Wealth AdvisorCRD 1280530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 119Active vs passive
$193M in ETFs
78%
$150M
15%
$42.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON CORE BOND ETF (BKAG) | BNY Mellon | Passive | Intermediate Core Bond | $13.6M | 322,805 | 7.07% |
Location
LONG BEACH, CA
LOS ANGELES
Location
LONG BEACH, CA
Headquartered in LONG BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 111 W Ocean Blvd
- Time zone
- PT (UTC-8)
- Office locations
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