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| Happy Holidays!! thanks for using AUM13F!! |
| CRUX Wealth Advisors
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| CRD # | 330731 |
| SEC # | 801-130283 |
| CIK # | 0002054270 |
| AUM | $410.2 M (2025-03-31) |
| Employees | 18 (72% Investors, 61% Brokers) |
| Phone | 562-735-3875 |
| Address | 3444 E Anaheim Street Long Beach, CA 90804 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.3 | ||
| Nvidia Corp | 7.1 | ||
| Facebook Inc | 5.4 | ||
| Amazon Com Inc | 5.0 | ||
| J P Morgan Chase & Co | 3.2 | ||
| Priceline Com Inc | 3.2 | ||
| Schwab Charles Corp | 2.9 | ||
| Philip Morris International Inc | 2.7 | ||
| Apple Inc | 2.6 | ||
| VISA Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 159.4 |
| (b) Individuals (high net worth individuals) | 106 | 248.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,466 | 410.2 |
| By Discretionary | ||
| Discretionary | 1,308 | 347.7 |
| Non-Discretionary | 158 | 62.5 |
| Total | 1,466 | 410.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.2 | |
| Total | 1,466 | 410.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054270] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Miller Financial Services LLC
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|
MI | 0.4 |
|
Adkins Seale Capital Management LLC
✚
|
LA | 0.4 |
|
Wealthvalues LLC
✚
|
CA | 0.4 |
|
Moseley Investment Management Inc
✚
|
FL | 0.4 |
|
Markowski Brothers Holding Corporation
✚
|
0.4 | |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.4 |
|
Cross Staff Investments Inc
✚
|
NY | 0.4 |
|
Gold Investment Management Ltd
✚
|
0.4 | |
|
AG Asset Advisory LLC
✚
|
CA | 0.4 |
|
Zimmermann Investment Management & Planning LLC
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|
PA | 0.4 |