LP Profile

Crux Wealth Advisors

Also known as crux wealth

Wealth ManagerLong Beach, United StatesFounded 2016

Long Beach

Headquarters

Investment Focus

About Crux Wealth Advisors

Living life with Freedom Freedom is a wonderful thing. And through sound, comprehensive financial planning, we can help empower you to make the most of yours.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Crux Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $547.7M
Total Clients: 1,676
Filing Date: May 20, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

Signal Feed

Recent Filings

Public filings matched to Crux Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

13F

CRUX WEALTH ADVISORS

Jul 21, 2026 · 2026 Q2

Apr 24, 2026 · 2026 Q1

$260.6M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Crux Wealth Advisors?

Crux Wealth Advisors is a wealth manager based in Long Beach, United States.

Where is Crux Wealth Advisors headquartered?

Crux Wealth Advisors is headquartered in Long Beach, United States.

When was Crux Wealth Advisors founded?

Crux Wealth Advisors was founded in 2016.

How can I contact Crux Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Crux Wealth Advisors are available on LPbacked. Create a free account to access them.