Cruz Wealth Management, LLC
RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$290K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 293988
- Website
- cruzwm.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cruz Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on individual and family clients and provides fee-based advice charged as a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The adviser does not identify as an ESG-focused manager and is not presented as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- US Government Bonds14%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds3%
Contacts
1 of 1
Angel Cruz
PresidentCRD 1823725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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