Crusonia Wealth Advisors Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.1B
- Clients
- 542
- Avg AUM / client
- $2.2M
- Accounts
- 1,960
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $73.5M | 6.24% |
| High net worth individuals | 325 | $1.1B | 92.7% |
| Corporations and other businesses | 2 | $12.9M | 1.09% |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pashel, Zach, H | Managing Member | Feb 2024 (3y) | 50% – 75% | |
| Erin Valenti Bawa | Member | CFA | Mar 2024 (2y) | Less than 5% |
| Garnsey, William, Peyton | Member | Mar 2024 (2y) | Less than 5% | |
| Joseph William Michaud | Member | Mar 2024 (2y) | 10% – 25% | |
| Kanouff, Patrick, John | Chief Compliance Officer & Managing Member | Mar 2024 (2y) | 10% – 25% | |
| David Eric Baysinger | Registered representative | CFP | Mar 2024 (2y) | |
| Kelly Michael Elsensohn | Registered representative | CFP | Mar 2024 (2y) | |
| Jason Michael Alderson | Registered representative | CFP | Apr 2025 (1y) | |
| Madeline Claire Kleinman | Registered representative | CFP | Apr 2025 (1y) | |
| Conor Avery Jonasson | Registered representative | CFP | Apr 2025 (1y) | |
| Collin James Schmidt | Registered representative | CFP | Jun 2025 (1y) | |
| Meghan Donna Ide | Registered representative | Jun 2025 (1y) | ||
| Rachel Marie Mcguire | Registered representative | CFP CFA | Jun 2025 (1y) | |
| Amy Lynn Warrender | Registered representative | CFP | Jun 2025 (1y) | |
| John Joseph Mc Glothlin | Registered representative | CFP | Aug 2025 (1y) | |
| Ned Michael Meloni | Registered representative | CFP | Aug 2025 (1y) | |
| Gary Andrew Wagner | Registered representative | Jan 2026 (1y) | ||
| Connor M Law | Registered representative | CFP | Apr 2026 (0y) | |
| Ryan Phillip Csrnko | Registered representative | CFP | Apr 2026 (0y) | |
| Samuel Andrews Issermoyer | Registered representative | CFP CFA | May 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 994 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (92% of AUM) Jul 2026
- National Financial Services (Fidelity) $35.8M (22% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗