Crux Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, education planning, estate planning, and insurance.
Crux Wealth Advisors reports 676 clients. They include 538 individual clients, 118 high-net-worth individuals, and 20 pension and profit-sharing plans. Of its assets, 89.3% ($489M across 1,519 accounts) are managed with discretion; $58.4M across 157 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 32% |
| High-net-worth individuals | 17% | 56% |
| Pension and profit-sharing plans | 3% | 11% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 538 | $178M | 32.4% | $330K |
| High-net-worth individuals | 118 | $309M | 56.4% | $2.62M |
| Pension and profit-sharing plans | 20 | $59.1M | 10.8% | $2.95M |
| Charitable organizations | Fewer than 5 | $1.78M | 0.3% | — |
| Corporations and other businesses | Fewer than 5 | $369K | 0.1% | — |
| Total | 676 | $548M | 100% | — |
- Clients
- 538
- Regulatory AUM
- $178M
- AUM share
- 32.4%
- Avg. per client
- $330K
- Clients
- 118
- Regulatory AUM
- $309M
- AUM share
- 56.4%
- Avg. per client
- $2.62M
- Clients
- 20
- Regulatory AUM
- $59.1M
- AUM share
- 10.8%
- Avg. per client
- $2.95M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.78M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $369K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 676
- Regulatory AUM
- $548M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Crux Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Wealth Management Consulting
- The fee for a comprehensive financial plan ranges from $1,000 to $250,000 depending on scope, or hourly at $500 per hour; fees are negotiable.
Travis Alexander owns 75% or more of Crux Wealth Advisors. Travis Alexander is CEO; the leadership team includes Chief Compliance Officer David Colley. It has 14 employees, 11 of them in advisory roles.
Leadership
- Travis AlexanderChief Executive Officer
- David ColleyChief Operations Officer/Chief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 11 in advisory functions
- 11 state-registered reps
- 9 broker-dealer reps
- 11 insurance agents
- Owns 75% or more of Crux Wealth Advisors
Travis Alexander
Control person · since April 2024
Crux Wealth Advisors’ regulatory assets grew Infinity× from $0 (May 2024) to $548M (August 2026); employees fell from 22 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $548M | 676 | 14 | 5 |
| March 2025 | $410M | 576 | 18 | 7 |
| May 2024 | $0 | 0 | 22 | 5 |
Besides its headquarters, Crux Wealth Advisors has 4 offices (1 private residence, listed without an address), with 4 listed addresses in California and Illinois.
California · 3 listed addresses
- 111 W. Ocean BLVD, 4th Floor, Long BeachHQ
- 2015 W. Burbank BLVD., Burbank
- 25101 the Old Road, Stevenson Ranch
Illinois · 1 listed address
- 1 Westbrook Corporate Center,, Westchester
Other business names
Crux Wealth Advisors has reported 1 other business name to the SEC.
- Triton Wealth Advisors, LLC.
Contact and registration details
- Legal name
- Crux Wealth Advisors
- Headquarters
- 111 W. Ocean BLVD, 4th Floor, Long Beach, CA 90802
- Website
- cruxwealthadvisors.com
- Phone
- 562-735-3875
- @crux-wealth-advisors
- SEC file
- 801-130283
- Founded
- 2016
- Structure
- Delaware LLC
- Fiscal year end
- December
Crux Wealth Advisors uses Pershing ($491M) as custodian for its separately managed accounts. Crux Wealth Advisors has custody of $34.9M in client assets for 41 clients.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $491M100%
At year end, Crux Wealth Advisors’ separately managed accounts were mostly in stocks (60%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $289M across 192 positions; the largest are Bny Mellon ETF Trust (4.7%), SPDR Series Trust (4.7%) and Bny Mellon ETF Trust II (3.9%).
What the accounts hold
- Stocks60%
- Funds31%
- Bonds3%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash6%
Reported 13F holdings
- $289M
- Reported 13F value
- 192
- Positions
- 29.1%
- In the 10 largest
- +10.7%
- Value vs. prior quarter
- Bny Mellon ETF Trust · Core Bond ETF4.7%
- SPDR Series Trust · ST Str P500grw4.7%
- Bny Mellon ETF Trust II · Dynamic Value3.9%
- Bny Mellon ETF Trust · US Lrg CP Core3.5%
- Nvidia Corporation2.8%
- Amazon Com Inc.2.2%
- First TR Exchange Traded FD · Risng Divd Achiv1.9%
- Microsoft Corp.1.8%
- SPDR Series Trust · ST Str Sp500ff1.8%
- Vanguard Index Fds · S&P 500 ETF Shs1.8%
Together, the ten largest are 29.1% of reported value.
How many clients does Crux Wealth Advisors have?
Crux Wealth Advisors has 676 clients and manages $548 million for them, as of August 2026. They include 538 individual clients, 118 high-net-worth individuals, and 20 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Crux Wealth Advisors offer?
Crux Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Crux Wealth Advisors use?
Crux Wealth Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $491M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Crux Wealth Advisors have?
Crux Wealth Advisors has 11 investment adviser representatives registered with state securities authorities, out of 14 employees, and 11 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crux Wealth Advisors invest in?
At the end of its last fiscal year, Crux Wealth Advisors’ separately managed accounts held 60% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 2% investment grade corporate bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crux Wealth Advisors?
Crux Wealth Advisors’ direct owner is Travis Alexander (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Crux Wealth Advisors get paid?
Crux Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Crux Wealth Advisors registered with the SEC?
Yes, Crux Wealth Advisors has been registered with the SEC as an investment adviser since 4 June 2024. Its CRD number is 330731 and its SEC file number is 801-130283.
Source: Form ADV Part 1A, Item 1, filed 6 August 2026; IAPD firm record
How do I contact Crux Wealth Advisors?
Crux Wealth Advisors’ main office is at 111 W. Ocean BLVD, 4th Floor, Long Beach, CA 90802. Its phone number is 562-735-3875. Its website is cruxwealthadvisors.com.