|
⚲
|
| Keyboard |
| Crusonia Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 330057 |
| SEC # | 801-129632 |
| CIK # | 0002112003 |
| AUM | 1,178.4 M (2026-03-11) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 303-810-6366 |
| Address | 3773 Cherry Creek Drive N Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.9 | ||
| Microsoft Corp | 4.4 | ||
| Nvidia Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 73.5 |
| (b) Individuals (high net worth individuals) | 325 | 1,092.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 12.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,960 | 1,178.4 |
| By Discretionary | ||
| Discretionary | 1,725 | 1,069.4 |
| Non-Discretionary | 235 | 109.0 |
| Total | 1,960 | 1,178.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,178.4 | |
| Total | 1,960 | 1,178.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112003] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crossmark Wealth Management LLC
✚
|
TX | 1,185.1 M |
|
TCP Asset Management LLC
✚
|
OH | 1,182.7 M |
|
Crumly and Associates Incorporated
✚
|
IL | 1,179.6 M |
|
Total Wealth Planning LLC
✚
|
OH | 1,178.1 M |
|
Dinuzzo Private Wealth Inc
✚
|
PA | 1,177.3 M |
|
Deerfield Financial Advisors Inc
✚
|
IN | 1,176.2 M |
|
Signet Financial Management LLC
✚
|
NJ | 1,176.0 M |
|
Kearns & Associates LLC
✚
|
1,175.7 M | |
|
Brand Asset Management Group Inc
✚
|
MO | 1,174.4 M |
|
Wellington Shields Capital Management LLC
✚
|
NY | 1,173.4 M |