Crux Wealth Advisors Employee Directory

Q: What is Crux Wealth Advisors known for?

Crux Wealth Advisors was founded in 2016. Crux Wealth Advisors operates in the Financial Services industry.

Q: How many employees does Crux Wealth Advisors have currently?

Crux Wealth Advisors has approximately 51 employees.

Financial ServicesCalifornia, United States51-200 Employees

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.

Find Crux Wealth Advisors employees' phone numbers or email addresses

Crux Wealth Advisors Global Highlights

North America
31

United States Of America
31

Crux Wealth Advisors's Leadership

D. C.
Chief Operating Officer, Crux Wealth Advisors
Mobile Phone
Email
C. B.
Vice President Of Operations
Mobile Phone
Email
K. H.
Director, Management Information Systems
Mobile Phone
Email
L. B.
Operations Manager
Mobile Phone
Email
J. P.
Relationship Manager
Mobile Phone
Email
R. S.
Senior Registered Client Associate
Mobile Phone
Email

Contact profiles from Crux Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. C.
Chief Operating Officer, Crux Wealth Advisors
Mobile Phone
Email
Oct 17, 2025
C. B.
Vice President Of Operations
Mobile Phone
Email
United States
Nov 11, 2025
K. H.
Director, Management Information Systems
Mobile Phone
Email
Oct 21, 2024
L. B.
Operations Manager
Mobile Phone
Email
United StatesColorado
Sep 08, 2025
J. P.
Relationship Manager
Mobile Phone
Email
Oct 18, 2024
R. S.
Senior Registered Client Associate
Mobile Phone
Email
United StatesNew York
Jul 27, 2024

Frequently Asked Questions

What is Crux Wealth Advisors known for?

Crux Wealth Advisors was founded in 2016 operates in the Financial Services industry. Explore Crux Wealth Advisors's company overview page for more information.

What is Crux Wealth Advisors's most common email format?

Crux Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crux Wealth Advisors email formats with LeadIQ.

How many employees does Crux Wealth Advisors have currently?

Crux Wealth Advisors has approximately 51 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Crux Wealth Advisors's key employees and leadership?

As of December 2025, Crux Wealth Advisors's key employees include:

Chief Operating Officer, Crux Wealth Advisors: D. C.
Vice President Of Operations: C. B.
Director, Management Information Systems: K. H.
Operations Manager: L. B.
Relationship Manager: J. P.

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