Meghan Donna Ide
Investment adviser representative at Crusonia Wealth Advisors LLC
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Crusonia Wealth Advisors LLCJun 2025 to now
- Private Capital ManagementJun 2023 to Jun 2025
- UnemployedFeb 2023 to Jun 2023
- Auric Capital PartnersSep 2022 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to May 2021
- Northern TrustJun 2018 to Mar 2019
- William Blair & CompanyJun 2017 to Aug 2017
- Lehigh UniversityMay 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Crusonia Wealth Advisors LLC
$1.2BAssets managed
542Clients
15Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6817815
- Firm CRD
- 330057