Crusonia Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 11, 2026, reports $1.2B in regulatory assets under management, 20 employees, 3 offices, and 1,960 accounts.
Assets Under Management
$1.2B
Employees
20
Offices
3 offices
Total Clients
542
Primary office
DENVER, CO
3773 CHERRY CREEK DRIVE N, SUITE 1025, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
325
2
Individuals
39.7%
215
3
Corporations
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 11, 2026
Discretionary90.8%
$1.1B
91% of total RAUM90.8%
Non-discretionary9.2%
$109M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts1,960
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee27:1
10Y Employee Change+15 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.