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CRUSONIA WEALTH ADVISORS LLC
CRD 330057 · SEC 801-129632
3773 CHERRY CREEK DRIVE N, SUITE 1025, DENVER, CO, 80209, United States
Phone
303-810-6366
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.18B
Discretionary AUM
$1.07B
Team
20 total employees; 14 advisory reps; 16 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 215 | $73.5M |
| High net worth individuals | 325 | $1.09B |
| Corporations/business entities | 2 | $12.9M |
States served
AZ, CA, CO, LA, NE, NJ, NY, NC, PA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD