Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Crux Wealth Advisors Logo
Crux Wealth Advisors CB Rank
1117406
Heat Score
41
Crux Wealth Advisors is a financial firm that provides estate planning, banking, lending solutions, and retirement plan consulting services.
Founded
obfuscation
Private Long Beach, California, United States51-100 www.cruxwealthadvisors.com/
Banking
Insurance
Lending
Risk Management
Wealth Management
Overview

Crux Wealth Advisors
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Crux Wealth Advisors

CB Rank
1117406
Crux Wealth Advisors is a financial firm that provides estate planning, banking, lending solutions, and retirement plan consulting services.
Founded
obfuscation
Private Long Beach, California, United States51-100 www.cruxwealthadvisors.com/
Banking
Insurance
Lending
Risk Management
Wealth Management

Key People

  • Photo of Travis Alexander
    Travis Alexander: Chief Executive Officer
    Past Role: Ameriprise Financial, Associate Vice President | Financial Advisor

Details

Legal Name Crux Wealth Advisors, LLC
Operating Status Active
Company Type For Profit
Phone Number +1 562-735-3875
Contact Email travis@cruxwealthadvisors.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Aligns financial resources with clients' life goals through asset management and retirement planning.
Estate Planning
Provides strategies to preserve assets, manage wealth transfer, and mitigate tax burdens through trusts, wills, and insurance.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 1 Contacts 14

Employee Profiles

News

News and Press

News•Aug 28, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Aug 21, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Aug 11, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 30, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$74KThis year, Crux Wealth Advisors is projected to spend $74K on IT, according to Aberdeen.

Active Website Tech Count

11Crux Wealth Advisors is actively using 11 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Euro, and  SPF.
Sub-Organizations
Frequently Asked Questions

Where is Crux Wealth Advisors's headquarters? Crux Wealth Advisors is located in Long Beach, California, United States.Who are Crux Wealth Advisors's competitors? Alternatives and possible competitors to Crux Wealth Advisors may include HighTower Advisors, Cresset, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(977a000 1)
|