SEC Form ADV

CRUX WEALTH ADVISORS

Firm profile: Crux Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$547.7M
Assets Under Management
14
Employees
Get LP Contact Details

Registration Details

Accession
crd-330731
Location
LONG BEACH, CA
Filing Date
August 6, 2026
AUM
$547.7M
Institutional Clients
20
Employees
14
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

CRUX WEALTH ADVISORS is a registered investment adviser headquartered in LONG BEACH, CA, managing approximately $547.7M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.