SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crusonia Wealth Advisors LLC
Denver, CO
CRD 330057
Firm filing updated July 15, 2026 ·
- $1.2BAssets
- 14Advisory staff
- 1,960Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals325
- Individuals215
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 215 | $73.5 million |
| High net worth individuals | 325 | $1.1 billion |
| Corporations or other businesses not listed above | Fewer than 5 clients | $12.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts1,960
- Discretionary$1.1 billion · 1,725 accounts
- Non-discretionary$109.0 million · 235 accounts
People
- Employees20
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
10 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 330057, SEC file 801-129632.
- Registered with the SEC as an investment advisor (status date on record: March 4, 2024).
Is Crusonia Wealth Advisors LLC a fiduciary?
Short answer: Crusonia Wealth Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.