Crux Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 330731
- SEC number
- 801-130283
- Firm type
- RIA
- Assets under management
- $547.7M as of May 20, 2026
- Website
- www.twitter.com/cruxwealth ↗
- Phone
- 562.735.3875
- Address
- 111 W. Ocean Blvd, 4th Floor, Long Beach, CA, 90802
Advisors at this firm
10 in our index · page 1 of 1
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Travis Price AlexanderCRD 5504338 · Seattle, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
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David ColleyCRD 4373786 · Long Beach, CAIA RegisteredBrokerDisclosure event(s) on record
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Guido CosenzaCRD 6423016 · Torrance, CAIA RegisteredBroker
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Deana J DyjorCRD 5229670 · Long Beach, CAIA RegisteredBroker
-
Terri Anne HughesCRD 4947668 · Long Beach, CAIA RegisteredBroker
-
Kenneth William NewberryCRD 3195833 · Stevenson Ranch, CAIA RegisteredBroker
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Julia Eve PerezCRD 5629426 · Westchester, ILIA RegisteredBroker
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Ma Asuncion Mendoza TapangCRD 1280530 · Long Beach, CAIA RegisteredBroker
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David TamashiroCRD 4786090 · Torrance,, CAIA RegisteredBroker
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Julie Janette Young-SedilloCRD 2905907 · Rancho Palos Verdes, CAIA RegisteredBroker
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 330731 ↗
FINRA BrokerCheck record for firm CRD 330731 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.