Crux Wealth Advisors Revenue
Financial Services • 
Long Beach, California, United States • 11-20 Employees
Crux 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 Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Key Contact at Crux Wealth Advisors
Travis Alexander
Chief Executive Officer, Cwa | Financial Advisor, Rjfs
Company overview
| Headquarters | 3444 E Anaheim St, Long Beach, California 90804, US |
| Phone number | +18189538974 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Comprehensive Financial Planning, Insurance Solutions, Retirement Planning, Business Planning, Portfolio Management, Institutional Consulting, Estate, Investment Solutions, Corporate Retirement Plan Consulting, Banking & Lending Solutions, Charitable Giving & Trust, High Net Worth Strategy |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Crux Wealth Advisors Email Formats
Crux Wealth Advisors uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cruxwealth.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@cruxwealth.com | 61.5% |
{first name}.{last name} | john.doe@cruxwealth.com | 23.1% |
{first initial} | j@cruxwealthadvisors.com | 15.4% |
About Crux Wealth Advisors
The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. Advisory services offered through Crux Wealth Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, member FINRA/SIPC.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Crux Wealth Advisors has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Crux Wealth Advisors has never raised funding before.
Crux Wealth Advisors Tech Stack
Discover the technologies and tools that power Crux Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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