Cruz Wealth Management, LLC

Overview

Cruz Wealth Management, LLC is a small, independent registered investment adviser focused on serving individual and family clients with fee-based portfolio management and financial planning. The firm runs a largely discretionary advisory practice and leans heavily toward public equities as the primary portfolio building block. Given the business model — percentage-of-AUM fees and a concentrated client roster — the firm appears to run personalized, account-level strategies rather than institutional or pooled vehicles. Its investment approach emphasizes exchange-traded instruments for core exposure while supplementing portfolios with third-party mutual funds and selective alternative allocations where appropriate for client suitability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices