Crux Wealth Advisors
Crux Wealth Advisors is an SEC-registered mass-market adviser in Long Beach, CA with $547.7M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Crux Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330731, SEC 801-130283, data through 2026-05-20.
- AUM (assets under management / regulatory AUM)
- $547.7M (2026-05-20)
- Firm type
- Mass-Market Adviser
- Location
- Long Beach, CA
- Employees
- 14
- Clients
- 676
- CRD
- 330731
- Ownership
- ALEXANDER, TRAVIS, PRICE; COLLEY, DAVID, RAY; HIGGINS, REIKO; COLLEY, DAVID; MESSER, JANET, LYNN
How much AUM does Crux Wealth Advisors have?
Crux Wealth Advisors reported $547.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-20).
Who owns Crux Wealth Advisors?
Disclosed owners and executives of Crux Wealth Advisors include ALEXANDER, TRAVIS, PRICE, COLLEY, DAVID, RAY, HIGGINS, REIKO, COLLEY, DAVID, MESSER, JANET, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.