What departments does Crux Wealth Advisors have?

Crux Wealth Advisors has employees across 3 departments including Finance, Operations, Information Technology.

What is the largest department at Crux Wealth Advisors?

The largest department at Crux Wealth Advisors is Finance with 2 employees.

Where are Crux Wealth Advisors employees located globally?

Crux Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Crux Wealth Advisors's team size changed over time?

Crux Wealth Advisors's team has decreased from approximately 13 to 8 employees based on available data.

Crux Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Crux Wealth Advisors operates in the financial services industry and provides wealth management services to individuals, families, and businesses. The firm tailors a full range of services to clients at different life stages, taking a holistic approach that encompasses financial planning, investment management, charitable giving, and tax and estate planning strategies. It acts as financial stewards by coordinating with clients' other trusted advisors to ensure comprehensive coverage of their financial life. Advisory services are offered through Crux Wealth Advisors, LLC, an SEC-registered investment advisor, while securities are offered through Arete Wealth Management, LLC, member FINRA/SIPC. The company is located at 111 West Ocean Boulevard, 4th Floor, Long Beach, California 90802, United States, and employs 2-10 people. Reported revenue falls in the range of $10 million to $25 million.

Crux Wealth Advisors Global Highlights

North America
28

United States Of America
28

Crux Wealth Advisors's Leadership

T. A.
Chief Executive Officer | Financial Advisor
Mobile Phone
Email
D. C.
Chief Operating Officer, Crux Wealth Advisors
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
D. D.
Financial Advisor
Mobile Phone
Email

Crux Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Crux Wealth Advisors

Name

Title

Contact Info

Location

Last Update

T. A.
Chief Executive Officer | Financial Advisor
Mobile Phone
Email
United StatesMississippi
Apr 16, 2026
D. C.
Chief Operating Officer, Crux Wealth Advisors
Mobile Phone
Email
Oct 17, 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
D. D.
Financial Advisor
Mobile Phone
Email
United StatesMississippi
Apr 13, 2026

Frequently Asked Questions

What is Crux Wealth Advisors known for?

Crux Wealth Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 111 West Ocean Boulevard 4th Floor Long Beach, California 90802 United States. 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 10 employees as of April 2026. These team members are located across 1 continents, including North America.

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

As of April 2026, Crux Wealth Advisors's key employees include:

Chief Executive Officer | Financial Advisor: T. A.
Chief Operating Officer, Crux Wealth Advisors: D. C.
Director, Management Information Systems: K. H.
Operations Manager: L. B.
Relationship Manager: J. P.

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Crux Wealth Advisors Employee Directory

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