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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLLEY, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COLLEY, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COLLEY, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COLLEY, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COLLEY, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COLLEY, DAVID | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COLLEY, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLEY, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLEY, DAVID, RAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HIGGINS, REIKO | I | CHIEF COMPLIANCE OFFICER | NA | |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| ALEXANDER, TRAVIS, PRICE | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL IL LA NC NH NV NY OR TN TX WA
Address
111 W. OCEAN BLVD, 4TH FLOORLONG BEACH, CA 90802
United States
Phone: 562.735.3875