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CRUZ INVESTMENTS & WEALTH MANAGEMENT
CRUZ, REYNALDO
CRD 163356
605 NORTH BROADWAY, 2ND FLOOR, AURORA, IL, 60505, United States
Phone
630-897-0333
Fax
630-906-6304
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD