CRUX WEALTH ADVISORS
CRD #330731 SEC #801-130283 LONG BEACH, CA 562.735.3875
SEC Registered
Total AUM
$410.2M
Discretionary
$347.7M
Employees
18
Clients
0
Accounts
1,466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $410.2M | $347.7M | $62.5M | 18 | 0 |
| Nov 2025 | $410.2M | $347.7M | $62.5M | 18 | 0 |
| Oct 2025 | $410.2M | $347.7M | $62.5M | 18 | 0 |
| Apr 2025 | $410.2M | $347.7M | $62.5M | 18 | 0 |
| Dec 2024 | $250.8M | $211M | $39.8M | 18 | 0 |
| Oct 2024 | $250.8M | $211M | $39.8M | 18 | 0 |
| Sep 2024 | $250.8M | $211M | $39.8M | 18 | 0 |
DateNov 2025
Total AUM$410.2M
Discretionary$347.7M
Non-Disc.$62.5M
Employees18
Clients0
DateNov 2025
Total AUM$410.2M
Discretionary$347.7M
Non-Disc.$62.5M
Employees18
Clients0
DateOct 2025
Total AUM$410.2M
Discretionary$347.7M
Non-Disc.$62.5M
Employees18
Clients0
DateApr 2025
Total AUM$410.2M
Discretionary$347.7M
Non-Disc.$62.5M
Employees18
Clients0
DateDec 2024
Total AUM$250.8M
Discretionary$211M
Non-Disc.$39.8M
Employees18
Clients0
DateOct 2024
Total AUM$250.8M
Discretionary$211M
Non-Disc.$39.8M
Employees18
Clients0
DateSep 2024
Total AUM$250.8M
Discretionary$211M
Non-Disc.$39.8M
Employees18
Clients0