Crusonia Wealth Advisors

Investment Management • Denver, Colorado, United States • 11-20 Employees

Company overview

Headquarters	200 Fillmore St, Suite 340, Denver, CO 80206, US
Phone number	+18005814346
Website	crusoniawealth.com
NAICS	5231
Employees	11-20

Key Contacts at Crusonia Wealth Advisors

Collin Schmidt

Director, Senior Advisor

Zach Pashel

Managing Director

Crusonia Wealth Advisors Email Formats

Crusonia Wealth Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@crusoniawealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@crusoniawealth.com	100%

About Crusonia Wealth Advisors

Crusonia Wealth Advisors is an independent Registered Investment Advisor (RIA) offering private wealth management, including investment, retirement, education funding, tax and philanthropic planning. The firm provides a superior platform for advisors to focus on high-net-worth clients through customized financial planning and investment management. Crusonia is redefining wealth management by challenging the industry’s one-size-fits-all mentality. In a landscape where advisors are often restricted by internal limitations, Crusonia stands out by prioritizing each client's distinct goals and circumstances. Their mission is to democratize access to top-tier investment advice and personalized wealth planning, ensuring every individual can achieve financial success. Financial peace of mind that you deserve lies ahead.

Crusonia Wealth Advisors revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Senior

Entry

Manager

Employees by Department

Crusonia Wealth Advisors has 9 employees across 3 departments.

Departments

Number of employees

Funding Data

Crusonia Wealth Advisors has never raised funding before.

Frequently asked questions

Crusonia Wealth Advisors is located in Denver, Colorado, US.

You can reach Crusonia Wealth Advisors at +18005814346.

Crusonia Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Crusonia Wealth Advisors

Collin Schmidt

Director, Senior Advisor

Zach Pashel

Managing Director

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