{
  "crd_number": 330731,
  "slug": "crux-wealth-advisors-long-beach-ca-330731",
  "primary_business_name": "CRUX WEALTH ADVISORS",
  "legal_name": "CRUX WEALTH ADVISORS",
  "dbas": [
    "TRITON WEALTH ADVISORS, LLC."
  ],
  "city": "Long Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-04",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 547677060.0,
  "raum_discretionary": 489248903.0,
  "raum_non_discretionary": 58428157.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1775944.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 177700235.0,
      "count": 538
    },
    "pension_profit_sharing": {
      "raum": 59050476.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 308781429.0,
      "count": 118
    },
    "corporations_other_businesses": {
      "raum": 368976.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "NC",
    "NH",
    "NV",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://cruxwealth.com",
    "https://facebook.com/CRUXWealthAdvisors",
    "https://linkedin.com/company/crux-wealth-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330731",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "LONG BEACH",
  "url": "https://advisorcensus.com/firm/crux-wealth-advisors-long-beach-ca-330731",
  "display_name": "Crux Wealth Advisors",
  "summary": "Crux Wealth Advisors is an SEC-registered investment advisory firm in Long Beach, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Crux Wealth Advisors (CRD 330731): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Crux Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crux Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Crux Wealth Advisors located?",
      "a": "Crux Wealth Advisors' principal office is in Long Beach, CA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Crux Wealth Advisors registered with the SEC or a state?",
      "a": "Crux Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330731."
    },
    {
      "q": "How much does Crux Wealth Advisors manage?",
      "a": "Crux Wealth Advisors reports $547,677,060 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (89% discretionary)."
    },
    {
      "q": "How have Crux Wealth Advisors' assets and staff changed since 2024?",
      "a": "In the Form ADV data for Crux Wealth Advisors: Regulatory assets under management: $250,845,143 in the October 2024 data and $547,677,060 in the October 2026 data, up 118%. Total employees: 18 in October 2024 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crux Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (538); high net worth individuals (118); pension and profit sharing plans (but not the plan participants or government pension plans) (20)."
    },
    {
      "q": "Which custodians does Crux Wealth Advisors use?",
      "a": "Crux Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crux Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330731"
    },
    {
      "q": "Does Crux Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"Crux Wealth Advisors generally requires a $100,000 account minimum which can be waived in our sole discretion.\""
    },
    {
      "q": "What changed in Crux Wealth Advisors' recent Form ADV filings?",
      "a": "In the June 2026 filing data: Changed its office addresses in Stevenson Ranch, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 250845143.0,
      "total_employees": 18,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 410242734.0,
      "total_employees": 18,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 547677060.0,
      "total_employees": 14,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Changed its office addresses in Stevenson Ranch, CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $410,242,734 to $547,677,060 (+34%).",
        "Employees performing advisory functions went from 13 to 11.",
        "No longer lists an office in Seattle, WA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NV.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Crux Wealth Advisors generally requires a $100,000 account minimum which can be waived in our sole discretion."
        ]
      }
    ],
    "quotes": [
      "Crux Wealth Advisors generally requires a $100,000 account minimum which can be waived in our sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/crux-wealth-advisors-long-beach-ca-330731.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 538,
      "fewer_than_5": false,
      "raum": 177700235.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 118,
      "fewer_than_5": false,
      "raum": 308781429.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 59050476.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1775944.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 368976.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330731",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}