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 registered investment adviser formed as an LLC and registered with the SEC in 2024. Ownership is held by an individual and the firm serves both individual & family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm’s fee arrangements combine AUM-based fees with hourly and fixed-fee engagements. Crux is not identified as a capital allocator or an active ESG investor, and the filing indicates it does not operate as a multi-state adviser. The firm lists an insurance company among its industry affiliations.
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 2
David Colley
Chief Operating OfficerCRD 4373786
Travis Alexander
Chief Executive OfficerCRD 5504338
Contacts
3 of 8
Julie 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 133Active vs passive
$224M in ETFs
78%
$174M
15%
$49.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON CORE BOND ETF (BKAG) | BNY Mellon | Passive | Intermediate Core Bond | $13.6M | 323,784 | 6.07% |
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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