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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

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 typeClientsAUM
OtherFewer than 5$12.9M
High net worth individuals325$1.09B
Individuals (other than high net worth individuals)215$73.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.