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Building 2CRUX WEALTH ADVISORS

Map pinLONG BEACH, CA
Phone562.735.3875
NotebookSEC #801-130283
Total AUM
$547.7M
Employees
14
Clients
678

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 W. OCEAN BLVD, 4TH FLOOR
LONG BEACH
CA 90802
United States
Operating Hours
8:30 AM -5:00 PM
Monday - Friday
Phone
562.735.3875
Other Offices
4

ReceiptFinancials

Total AUM
$547.7M
Accounts
1,676
Discretionary
$489.2M
Accounts
1,519
Non-Discretionary
$58.4M
Accounts
157

ContactClients

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Individual Clients
538
AUM
$177.7M
HNW Individual Clients
118
AUM
$308.8M
Pension/Profit Sharing Plan Clients
20
AUM
$59.1M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$369K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AZCACOFLILLANCNVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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