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- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-09-2021
- Office Locations
- 1
Office Locations
About CRU Wealth Management
CRU Wealth Management is an independent RIA based in North Richland Hills, Texas, led by founder and CCO Kyle Andrew Moore. The firm provides financial and investment planning, portfolio construction, and insurance, tax, and estate planning support for retail clients, including entrepreneurs. Portfolios emphasize ETF-based allocations with an active management and risk-management orientation, and the firm uses Altruist as its custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $145.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on September 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Kyle Andrew Moore
principal owner
- CRD
- #6486253
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,264,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,264,902 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CRU Wealth Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.