Crux Wealth Advisors
- Regulatory AUM
- $548M
- Discretionary
- $489M
- Clients
- 676
- Avg AUM / client
- $810K
- Accounts
- 1,676
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 538 | $178M | 32.4% |
| High net worth individuals | 118 | $309M | 56.4% |
| Pension and profit sharing plans | 20 | $59.1M | 10.8% |
| Charitable organizations | Fewer than 5 clients | $1.8M | 0.32% |
| Corporations and other businesses | Fewer than 5 clients | $369K | 0.07% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Colley | Chief Operations Officer | Apr 2024 (2y) | Less than 5% | |
| Travis Price Alexander | Chief Executive Officer | Apr 2024 (2y) | 75% or more | |
| Messer, Janet, Lynn | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Guido Cosenza | Registered representative | Aug 2024 (2y) | ||
| Julia Eve Perez | Registered representative | Aug 2024 (2y) | ||
| David Tamashiro | Registered representative | Aug 2024 (2y) | ||
| Deana J Dyjor | Registered representative | Aug 2024 (2y) | ||
| Julie Janette Young Sedillo | Registered representative | CFP | Aug 2024 (2y) | |
| Ma Asuncion Mendoza Tapang | Registered representative | CFP | Aug 2024 (2y) | |
| Terri Anne Hughes | Registered representative | Aug 2024 (2y) | ||
| Kenneth William Newberry | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% 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) | 05/20/2026 | 1.1 MB | 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
- • Pension consulting services
Custody
Reported custodians
- Pershing $491M (90% of AUM) May 2026
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: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗