CRUX WEALTH ADVISORS
SEC Form ADV profile.
Total regulatory AUM
$547,677,060
Discretionary
$489,248,903
Non-discretionary
$58,428,157
Firm details
- CRD number
- 330731
- SEC file number
- 801-130283
- Main office
- LONG BEACH, CA, United States
- Employees
- 14
- SEC status
- Approved
- Website
- http://www.cruxwealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.