Crux Wealth Advisors

Overview

Crux Wealth Advisors is an SEC registered investment adviser based in Long Beach, CA, registered since 2024. It reports $548M in assets under management across 1,676 accounts, with 14 employees. It has 9 investment adviser representatives.

Reported AUM

$548M

Discretionary

89%

Accounts

1,676

Average account

$327K

Employees

14

Advisory reps

9

Registered since

2024

Jurisdictions

13

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Travis Price Alexander Chief Executive Officer, Chief Compliance Officer CRD 5504338
• David Colley Chief Operating Officer CRD 4373786

Advisory reps 3 of 9

• David Ray Colley Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4373786
• Guido Ignacio Cosenza Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6423016
• Deana Jean Dyjor Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5229670

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 W Ocean Blvd Fl 4
Long Beach, CA 90802

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: cruxwealth.com

Every state, with registration dates

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