Crux Wealth Advisors
Crux Wealth Advisors, LLC is a registered investment adviser headquartered in Long Beach, California. Founded in 2016, the firm provides comprehensive financial planning and asset management services to individual clients, families, and institutions. Crux is organized as a Delaware LLC and led by principal owner Travis P. Alexander. As of early 2025, the firm has 18 employees and focuses on personalized advisory solutions aligned with each client's financial objectives and risk tolerance. The firm became SEC-registered in June 2024 and serves a diverse range of clients seeking tailored wealth management strategies.
Investment Strategy
Crux Wealth Advisors employs a process-driven investment management approach, offering clients access to a broad array of investment products, including equities, fixed income, mutual funds, ETFs, options, UITs, and insurance products. The firm specializes in customized asset allocation strategies grounded in each client's financial history, risk tolerance, and goals. Advisors provide fully discretionary or non-discretionary portfolio management, emphasizing comprehensive financial planning, ongoing portfolio monitoring, and wealth management consulting. Client portfolios are actively managed according to individual objectives, with a focus on aligning risk and long-term outcomes.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKAG | BNY MELLON ETF TRUST | 5.10% | $12.0M | 284,055 | $42.16 | $42.18 | +$6.6M |
B BKDV | BNY MELLON ETF TRUST II | 4.14% | $9.7M | 365,734 | $26.19 | $26.61 | +$6.8M |
S SPYG | SPDR SERIES TRUST | 3.75% | $8.8M | 92,449 | $88.58 | $95.32 | +$5.5M |
M MSFT | MICROSOFT CORP | 3.12% | $7.3M | 14,753 | $419.91 | $497.41 | +$1.7M |
B BKLC | BNY MELLON ETF TRUST | 3.05% | $7.2M | 60,473 | $112.75 | $118.43 | +$4.1M |