$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- Harbor
- Established Date
- 05-08-2018
- Office Locations
- 1
Office Locations
-- Olympia WA
About Cruz Wealth Management, LLC
Cruz Wealth Management, LLC is a retail RIA in Olympia, WA offering financial planning and portfolio management, including tax and estate planning, insurance, and business-succession guidance. Portfolios are built primarily with ETFs, complemented by U.S. government/agency bonds and cash. The firm is founder-led by Angel DeJesus Cruz and uses custodians such as Fidelity/NFS and Interactive Brokers.
Team overview
58 AVG AGE
$4.1M AVG AUM / ADVISOR
$145.2K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Insight alpha Capital prime
Investment Themes
Insight pathway Radial momentum
Investment Vehicles
Signal
Services
Vector optima Vector Frontier Prime Vital horizon Quantum Beacon radial Timber
Technology
Meridian north
Owner & Executives
ANGEL DEJESUS CRUZ
Financial Advisor, General Partner, President
- CRD
- #1823725
- Ownership
- 75% or more
(418) 411-3055
ridge.catalyst@quantumcapital.com
in linkedin.com/in/element-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,064,779 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,064,779 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,064,779
Equity - Exchange:
19.5% U.S. Government/Agency:
16.2% Cash:
15.7% Corporate - Investment Grade:
48.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $357,763,286 | 19.5% |
| U.S. Government/Agency | $297,218,730 | 16.2% |
| Cash | $288,045,313 | 15.7% |
| Corporate - Investment Grade | $891,656,191 | 48.6% |
| Total | $1,834,683,520 | 100.0% |