CRUZ INVESTMENTS & WEALTH MANAGEMENT

CRUZ INVESTMENTS & WEALTH MANAGEMENT of AURORA, IL is an SEC-registered investment adviser (CRD 163356).

Registration

• CRD: 163356
• Type: Registered investment adviser
• Location: 605 NORTH BROADWAY, AURORA, IL, 60505
• Phone: 630-897-0333
• Latest filing: 2026-06-30
• Clients: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163356 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search