C
$547.7M Total AUM
$489.2M Disc. AUM
-- 3Y CAGR
14 Employees
676 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Quantum horizonElement unison
- Established Date
- 06-04-2024
- Office Locations
- 7
Office Locations
1 Westbrook Corporate Center STE 300 Westchester IL
111 W. Ocean Blvd, 4TH Floor Long Beach CA
25101 THE OLD Road, STE 114 Stevenson Ranch CA
About Crux Wealth Advisors
Crux Wealth Advisors, LLC is an independent RIA providing comprehensive financial planning and investment management, including retirement plan services. The team works with individuals and families nationwide, with a focus on life transitions such as business sales, retirement, and widowhood. Client experience is positioned as personalized and technology-driven, with an Orion client portal.
Team overview
42 AVG AGE
$49.8M AVG AUM / ADVISOR
$810.2K AVG AUM / CLIENT
1.9 yrs AVG TENURE
14 Employees
11 Advisory Reps
11 RIA Reps
2yrs Firm Age
Insights
Request access to benchmark trends tied to vertex.
Premium access reveals conviction themes in fusion beacon.
Premium access reveals conviction themes in unison alpha value.
Request access to benchmark trends tied to timber momentum.
Full visibility includes strategy notes for unison value.
Open the full profile to inspect shifts in atlas eagle.
Premium access reveals conviction themes in quantum value timber.
Upgrade to reveal position-level detail across oak pioneer.
Asset Classes
Quantum beacon Pathway oak
Client Personas
Atlas
CRM
North
Custodian
North Beacon Legacy north
Investment Themes
Value Capital focus
Investment Vehicles
Alpha
Platform
Element
Services
Oak element Horizon Vital crest Vector Alpha alpha
Technology
Legacy summit Atlas
Owner & Executives
TRAVIS PRICE ALEXANDER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5504338
- Ownership
- 75% or more
(620) 941-2591
vertex.optima@pioneercapital.com
in linkedin.com/in/atlas-foundation
DAVID COLLEY
Chief Operations Officer
- CRD
- #4373786
- Ownership
- Less than 5%
(337) 847-6542
legacy.pathway@beaconcapital.com
in linkedin.com/in/bridge-pioneer
Showing 2 of 2 owners & executives
Unlock allContacts
G
GUIDO COSENZA
--
- CRD
- #6423016
(766) 824-8998
radial.north@alphacapital.com
in linkedin.com/in/frontier-alpha
D
Deana J Dyjor
--
- CRD
- #5229670
(255) 496-5487
pioneer.vertex@matrixcapital.com
in linkedin.com/in/optima-vertex
D
Delta fusion
Atlas horizon beacon
- CRD
- #32257
(787) 590-2450
peak.momentum@momentumcapital.com
in linkedin.com/in/north-horizon
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $489,248,903 | $322,086 |
| Non-Discretionary | $58,428,157 | $372,154 |
| Total | $547,677,060 | $326,776 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $547,677,060
Equity - Exchange:
15.6% Public Funds:
24.0% Cash:
30.3% Corporate - Investment Grade:
7.5% Municipal Bonds:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,193,149,509 | 15.6% |
| Public Funds | $1,835,614,629 | 24.0% |
| Cash | $2,317,463,470 | 30.3% |
| Corporate - Investment Grade | $573,629,572 | 7.5% |
| Municipal Bonds | $1,728,537,109 | 22.6% |
| Total | $7,648,394,289 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER BEACON | INSIGHT NORTH | K3XOUW1BR | XGEC | 3.85% | $3,000,511 |
| BRIDGE ALPHA | RADIAL NORTH | 414M0MR6U | MFTC | 11.63% | $5,255,483 |
| VITAL VERTEX | RADIAL MERIDIAN | FSBZO6MSV | BRBT | 6.53% | $115,967,384 |
| FRONTIER PEAK | SIGNAL WAVE | JT0XG2BK0 | SIP | 5.27% | $64,165,309 |
| FOUNDATION HORIZON PATHWAY | CATALYST CATALYST | F65ONAOPF | HULZ | 8.31% | $85,820,544 |
| ALPHA ELEMENT PRIME | OPTIMA PIONEER | TGDV4BPPT | NOYQ | 7.13% | $6,891,442 |
| QUANTUM ALPHA | HARBOR RADIAL | WCKCG6KD0 | JNRG | 9.99% | $86,403,269 |
| HORIZON BRIDGE | RIDGE PATHWAY | BKO637C71 | MUYG | 6.93% | $114,479,823 |