| Name | Title | Ownership | Since |
|---|---|---|---|
| David Colley Control | Chief Operations Officer | Under 5% | 2024 |
| Janet Lynn Messer Control | Chief Compliance Officer | Under 5% | 2024 |
| Travis Price Alexander Control | Chief Executive Officer | Over 75% | 2024 |
Crux Wealth Advisors reports $410.2 million in regulatory assets under management on its Form ADV.
Crux Wealth Advisors reports 18 employees.
Crux Wealth Advisors is based in Long Beach, CA and has been SEC-registered since 2024.
Crux Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3444 E. Anaheim Street, Long Beach, CA 90804 |
| 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 |
| Discretionary | $347.7M |
| Non-discretionary | $62.5M |
| Total (RAUM) | $410.2M |