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| CRUX Wealth Advisors
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|---|---|
| CRD # | 330731 |
| SEC # | 801-130283 |
| CIK # | 0002054270 |
| AUM | 547.7 M (2026-05-20) |
| Employees | 14 (79% Investors, 64% Brokers) |
| Phone | 562-735-3875 |
| Address | 111 W Ocean Blvd, 4th Floor Long Beach, CA 90802 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054270 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.1 | ||
| Amazon Com Inc | 5.7 | ||
| Microsoft Corp | 5.4 | ||
| Facebook Inc | 4.6 | ||
| Alphabet Inc | 3.3 | ||
| Schwab Charles Corp | 3.2 | ||
| Alphabet Inc | 3.2 | ||
| Apple Inc | 3.0 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Applied Materials Inc /DE | 2.7 | ||
| Philip Morris International Inc | 2.7 | ||
| Priceline Com Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 538 | 177.7 |
| (b) Individuals (high net worth individuals) | 118 | 308.8 |
| (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 | 20 | 59.1 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 1,676 | 547.7 |
| By Discretionary | ||
| Discretionary | 1,519 | 489.2 |
| Non-Discretionary | 157 | 58.4 |
| Total | 1,676 | 547.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 547.7 | |
| Total | 1,676 | 547.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054270] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Wealth Advisors LLC
✚
|
OR | 549.7 M |
|
Harvest Investment Consultants LLC
✚
|
MD | 549.0 M |
|
Stiles Financial Services Incorporated
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|
MN | 548.7 M |
|
May Hill Capital LLC
✚
|
MA | 548.6 M |
|
Hamel Associates Inc
✚
|
PA | 548.3 M |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 546.8 M |
|
Byrne Financial Freedom LLC
✚
|
MA | 546.4 M |
|
MACH-1 Financial Group LLC
✚
|
AR | 546.3 M |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 546.0 M |
|
Whitegate Investment Counselors Inc
✚
|
NH | 545.4 M |