Crux Wealth Advisors
● SEC registered since 2024CRD 330731SEC# 801-130283Long Beach, CA
Reg. AUM
$547.7M
Employees
14
Accounts
1,676
Location
Long Beach, CA
Crux Wealth Advisors assets under management
Crux Wealth Advisors is a registered investment adviser overseen by the SEC based in Long Beach, CA. The firm has been registered since 2024. It reports $547.7 million in regulatory assets under management and employs 14 people.
Crux Wealth Advisors owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Colley Control | Chief Operations Officer | Under 5% | 2024 |
| Travis Price Alexander Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Crux Wealth Advisors manage?
Crux Wealth Advisors reports $547.7 million in regulatory assets under management on its Form ADV.
How many employees does Crux Wealth Advisors have?
Crux Wealth Advisors reports 14 employees.
Where is Crux Wealth Advisors located?
Crux Wealth Advisors is based in Long Beach, CA and has been SEC-registered since 2024.
Does Crux Wealth Advisors disclose fund performance?
Crux Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 W. Ocean Blvd, 4th Floor, Long Beach, CA 90802 |
| Phone | 562.735.3875 |
| Fax | 562-239-2010 |
| Office hours | 8:30 a.m. -5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$547.7M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$547.7Mregulatory AUM
Discretionary $489.2MNon-discretionary $58.4M