CRUX WEALTH ADVISORS

CRD 330731File 801-130283

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Aug 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$547.7M

Above cohort median (national)

Discretionary AUM

$489.2M

Non-discretionary $58.4M

Clients

676

1,676 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jun 4, 2024
Principal office: 111 W. OCEAN BLVD, 4TH FLOOR, LONG BEACH, CA, 90802
Phone: 562.735.3875
Website: http://www.cruxwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $547.7M
Discretionary AUM: $489.2M
Non-discretionary AUM: $58.4M
Discretionary accounts: 1,519
Non-discretionary accounts: 157
Total accounts: 1,676
AUM per client: $810K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$369K
Charitable organizations	Fewer than 5	$1.8M
High net worth individuals	118	$308.8M
Pension and profit sharing plans	20	$59.1M
Individuals (other than high net worth individuals)	538	$177.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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: Yes
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

Q11H2

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.