CRUX WEALTH ADVISORS of LONG BEACH, CA is an SEC-registered investment adviser (CRD 330731). Regulatory assets under management: $547.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Alexander Price | CHIEF EXECUTIVE OFFICER | New York, NY |
| Travis Price Alexander | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
| David Colley | CHIEF OPERATIONS OFFICER | — |
| Janet Lynn Messer | CHIEF COMPLIANCE OFFICER | — |
| MESSER JANET LYNN | CHIEF COMPLIANCE OFFICER | — |
| HIGGINS REIKO | CHIEF COMPLIANCE OFFICER | — |
| COLLEY DAVID | CHIEF OPERATIONS OFFICER | — |
| COLLEY DAVID RAY | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | civil | — | — | — |