CRUX Wealth Advisors

  • Financial Services
  • Long Beach CA
  • 19 employees
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Company Overview

Headquarters
3444 E Anaheim St, Long Beach CA
Website
cruxwealthadvisors.com
Employees
19
Founded in
2016
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is CRUX Wealth Advisors

CRUX Wealth Advisors is an independent firm based in Long Beach, California, with 19 employees and annual revenue of $50 million. The firm specializes in comprehensive wealth management services, catering to individuals, families, and businesses with significant assets. Their offerings encompass a range of financial services including custom financial planning, investment management, charitable giving strategies, and tax and estate planning. CRUX Wealth Advisors differentiates itself by taking a holistic approach to wealth management. They emphasize personalized strategies tailored to each client's individual needs and goals. The firm collaborates with other trusted advisors to gain a complete understanding of a client's financial landscape. For inquiries or to learn more about CRUX Wealth Advisors' services, potential clients can visit their website at cruxwealthadvisors.com.

CRUX Wealth Advisors Industry Tags

Business Planning
Banking & Lending Solutions
Corporate Retirement Plan Consulting
Comprehensive Financial Planning
Estate
Charitable Giving & Trust
Institutional Consulting
Investment Solutions
Portfolio Management
Retirement Planning
Risk Management
Insurance Solutions
High Net Worth Strategy
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CRUX Wealth Advisors Tech Stack

JavaScript
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Google Analytics
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FAQ

What is the location of CRUX Wealth Advisors's headquarters?
The headquarters of CRUX Wealth Advisors are situated at 3444 E Anaheim St, Long Beach CA
What is CRUX Wealth Advisors's official website?
The official website of CRUX Wealth Advisors can be found at cruxwealthadvisors.com.
What is CRUX Wealth Advisors's current revenue?
As of October 2019, CRUX Wealth Advisors's annual revenue reached $50B.
How many employees does CRUX Wealth Advisors currently have?
CRUX Wealth Advisors employs approximately 19+ people as of October 2019
Which industries is CRUX Wealth Advisors primarily operating in?
CRUX Wealth Advisors operates in the following industries: Credit, Finance
What are CRUX Wealth Advisors's industry tags?
CRUX Wealth Advisors's industry tags include: Business Planning, Banking & Lending Solutions, Corporate Retirement Plan Consulting
When was CRUX Wealth Advisors founded?
CRUX Wealth Advisors was founded in 2016.

Employee Directory

Key Employees

Todd Dickinson

Financial Advisor

Phone Email

Travis Sievers

Director, Transitions

Phone Email