SourcingSourcing

CRUX WEALTH ADVISORS

C41
CRD 330731·SEC 801-130283·LONG BEACH, CA
AUM
$547.7M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRUX WEALTH ADVISORS
CRD
330731
SEC file #
801-130283
EIN
812684252
DBA names
—

Economics

AUM
$547.7M
AUM band
$500M-$1B
AUM trajectory
'25'26
$410.2M → $547.7M▲ +34%
Client mix
Individuals Other538
Individuals High Net Worth118
Pension Profit Sharing Plans20

Operations

Employees (total)
14
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
13 advisors → 11 advisors▼ -15%
Primary office
LONG BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
twitter.com/cruxwealth(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALEXANDER, TRAVIS, PRICE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ALEXANDER, TRAVIS, PRICE
COLLEY, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002054270
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002054270-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2313
Soi Zip Pct 200k Plus
0.0558
Soi Zip Returns 200k Plus
1,120
Soi Zip Total AGI
1,623,087
Fdic Zip Total Deposits
74,926,253,000
Fdic Zip Branch Count
463
Fdic Zip Top Banks
Farmers and Merchants Bank of Long Beach
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
9
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Pershing7
E*trade4
Edgar Addresses
Mailing
111 W OCEAN BLVD., 4TH FLOORLONG BEACH, CA 90802
Business
111 W OCEAN BLVD., 4TH FLOORLONG BEACH, CA 90802
Edgar EIN
812684252
Edgar Recent Filings
13F-HR2026-04-24 · 0002054270-26-000003
13F-HR2026-01-21 · 0002054270-26-000002
Fdic Zip Branches Raw
Farmers and Merchants Bank of Long BeachLong Beach, CA
First Interstate Bank of CaliforniaLong Beach, CA
Fdic Zip HHI
1327.42
Fdic Zip Top Bank Share Pct
24.82
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI58,828
Returns4,560
Stub 2
AGI179,533
Returns4,820
Stub 3
AGI222,072
Returns3,600
Soi Zip Total Business Income
38,846
Soi Zip Total Cap Gains
61,114
Soi Zip Total Dividends
15,880
Soi Zip Total Returns
20,060
Top Owner CRD
5504338
Trust Company Affiliate
No

People (11)

11
ALEXANDER, TRAVIS, PRICE
IAR · Direct Owner · 87.5%
5504338
COLLEY, DAVID
IAR · Executive Officer · 2.5%
4373786
MA ASUNCION MENDOZA TAPANG
IAR
1280530
Deana J Dyjor
IAR
5229670
David Tamashiro
IAR
4786090
Kenneth William Newberry
IAR
3195833
TERRI ANNE HUGHES
IAR
4947668
CLAIRE JOHNSON ALEXANDER
IAR
6393214
GUIDO COSENZA
IAR
6423016
JULIE JANETTE YOUNG-SEDILLO
IAR
2905907
Julia Eve Perez
IAR
5629426