Crux Wealth Advisors

Financial ServicesCalifornia, United States2-10 Employees

Crux Wealth Advisors operates in the financial services industry and provides wealth management services to individuals, families, and businesses. The firm tailors a full range of services to clients at different life stages, taking a holistic approach that encompasses financial planning, investment management, charitable giving, and tax and estate planning strategies. It acts as financial stewards by coordinating with clients' other trusted advisors to ensure comprehensive coverage of their financial life. Advisory services are offered through Crux Wealth Advisors, LLC, an SEC-registered investment advisor, while securities are offered through Arete Wealth Management, LLC, member FINRA/SIPC. The company is located at 111 West Ocean Boulevard, 4th Floor, Long Beach, California 90802, United States, and employs 2-10 people. Reported revenue falls in the range of $10 million to $25 million.

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