Crusonia Wealth Advisors LLC

RIASEC RegisteredEst. 2024

Total AUM

$1.2B

Discretionary

$1.1B

91% of AUM

Avg account

$601K

Accounts

1,960

Employees

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 330057
Registered since: March 4, 2024
Website: crusoniawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.67%
Individuals6.24%
Corporations / Businesses1.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Crusonia Wealth Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional clients, offering a mix of portfolio management and financial planning. Its advisory services include portfolio management for individuals, small businesses and institutions, financial planning, and the selection of other advisers — the last reflecting an active role as a capital allocator that places client capital with third-party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Crusonia reports it is not an active ESG investor. The firm lists industry affiliations with accounting professionals, which can support tax-aware planning and client reporting.