← Directory
CRUSONIA WEALTH ADVISORS LLC
CRD 330057File 801-129632
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.07B
Non-discretionary $109.0M
Clients
542
1,960 accounts
Employees
20
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 4, 2024
- Principal office
- 3773 CHERRY CREEK DRIVE N, SUITE 1025, DENVER, CO, 80209
- Phone
- 303-810-6366
- Website
- HTTPS://WWW.advisorfind.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.18B
- Discretionary AUM
- $1.07B
- Non-discretionary AUM
- $109.0M
- Discretionary accounts
- 1,725
- Non-discretionary accounts
- 235
- Total accounts
- 1,960
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.9M |
| High net worth individuals | 325 | $1.09B |
| Individuals (other than high net worth individuals) | 215 | $73.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

