$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2021
- Office Locations
- 1
Office Locations
-- North Richland Hills TX
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.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$145.3K AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Kyle Andrew Moore
principal owner
- CRD
- #6486253
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,264,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,264,902 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing