# CRU Wealth Management

> CRU Wealth Management is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 315476
- Filed as: CRU WEALTH MANAGEMENT
- Legal name: CRU Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315476
- AdvisorCensus page: https://advisorcensus.com/firm/cru-wealth-management-315476

## Quick answers

**How is CRU Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), CRU Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is CRU Wealth Management registered with the SEC or a state?**
CRU Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315476.

**How much does CRU Wealth Management manage?**
CRU Wealth Management reports $7,264,902 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does CRU Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (4).

**Does CRU Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315476

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $7,264,902
- Discretionary: $7,264,902
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $4,900,890 |
| High net worth individuals | 4 | $2,364,012 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cruwealth.com
- LinkedIn @cru-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CRU Wealth Management (CRD 315476): Form ADV filing data as of October 2026.