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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2024
- Office Locations
- 6
Office Locations
About Crusonia Wealth Advisors LLC
Crusonia Wealth Advisors is a fee-only, fiduciary RIA providing private wealth management, investment management, and financial planning, including tax and estate planning coordination, for individuals, families, and business owners. Portfolios are tailored to risk tolerance, time horizon, and goals with a focus on long-term growth, capital preservation, and tax efficiency. The firm has operational support from Michaud Capital Management, an independent multi-billion-dollar investment consulting and family office firm.
Team overview
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Client Personas
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Owner & Executives
ERIN VALENTI BAWA
Chief Investment Officer
- CRD
- #7877681
- Ownership
- Less than 5%
William Peyton Garnsey
Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Jason Michael Alderson
Partner, Senior Wealth Advisor
- CRD
- #6588321
DAVID ERIC BAYSINGER
Wealth Advisor
- CRD
- #4526012
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,069,381,359 | $619,931 |
| Non-Discretionary | $108,970,487 | $463,704 |
| Total | $1,178,351,846 | $601,200 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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