Firm profile

Crusonia Wealth Advisors LLC

DENVER, COCRD 330057Registration Status: ApprovedEffective since March 4, 2024SEC # 801-129632Latest ADV July 15, 2026

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 July 15, 2026, reports $1.2B in regulatory assets under management, 20 employees, 4 offices, and 1,960 accounts.

Assets Under Management
$1.2B
Employees
20
Offices
4 offices
Total Clients
542

Associated firm names

3 names listed
  • ADVISORFIND
  • JONASSON RETIREMENT SOLUTIONS LLC
  • CRUSONIA WEALTH ADVISORS LLC

Leadership

1 roles identified
CCOChristopher G. Plummer

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

DENVER, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

DENVERPrimary office · CASTLE ROCK

Texas

AUSTIN

3 office records listed · 4 total offices reported. 1 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of July 15, 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.

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

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

Private Funds

Private funds reported by Crusonia Wealth Advisors LLC

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
CRUSONIA WEALTH HOLDINGS LLCDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
25% to < 50%
AZLJ PARTNERS LLCDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
10% to < 25%
HIGH STREET WEALTH MANAGEMENT LLCDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
10% to < 25%
SKOB, LLCDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
10% to < 25%
NEW TRAIN LLCDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
5% to < 10%
ZACH H PASHELDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
< 5%
PATRICK JOHN KANOUFFDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
< 5%
ERIN VALENTI BAWADirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
< 5%
WILLIAM PEYTON GARNSEYDirect owner · Schedule AInterest in CRUSONIA WEALTH ADVISORS LLC
< 5%
ZACH H PASHELIndirect owner · Schedule BInterest in CRUSONIA WEALTH HOLDINGS LLC
75%+
PATRICK JOHN KANOUFFIndirect owner · Schedule BInterest in NEW TRAIN LLC
50% to < 75%
Brian FrenkelIndirect owner · Schedule BInterest in SKOB, LLC
50% to < 75%
ZACH H PASHELIndirect owner · Schedule BInterest in AZLJ PARTNERS LLC
25% to < 50%
JOSEPH WILLIAM MICHAUDIndirect owner · Schedule BInterest in HIGH STREET WEALTH MANAGEMENT LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Crusonia Wealth Advisors LLC.

Reported ownership and control details

Form ADV · Filing date 2026-07-15 · Schedules A and B

15 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ZACH H PASHELMANAGING MEMBERIndividualCRUSONIA WEALTH ADVISORS LLCLess than 5%Code NAYesMANAGING MEMBER02/2024Schedule APDF page 21
2PATRICK JOHN KANOUFFMEMBERIndividualCRUSONIA WEALTH ADVISORS LLCLess than 5%Code NAYesMEMBER03/2024Schedule APDF page 21
3ERIN VALENTI BAWAMEMBERIndividualCRUSONIA WEALTH ADVISORS LLCLess than 5%Code NANoMEMBER03/2024Schedule APDF page 21
4WILLIAM PEYTON GARNSEYMEMBERIndividualCRUSONIA WEALTH ADVISORS LLCLess than 5%Code NANoMEMBER03/2024Schedule APDF page 21
5AZLJ PARTNERS LLCOWNERDomestic entityCRUSONIA WEALTH ADVISORS LLC10% to less than 25%Code BNoOWNER02/2025Schedule APDF page 21
6HIGH STREET WEALTH MANAGEMENT LLCOWNERDomestic entityCRUSONIA WEALTH ADVISORS LLC10% to less than 25%Code BNoOWNER02/2025Schedule APDF page 21
7NEW TRAIN LLCOWNERDomestic entityCRUSONIA WEALTH ADVISORS LLC5% to less than 10%Code ANoOWNER02/2025Schedule APDF page 21
8SKOB, LLCOWNERDomestic entityCRUSONIA WEALTH ADVISORS LLC10% to less than 25%Code BNoOWNER02/2025Schedule APDF page 21
9CRUSONIA WEALTH HOLDINGS LLCOWNERDomestic entityCRUSONIA WEALTH ADVISORS LLC25% to less than 50%Code CYesOWNER02/2025Schedule APDF page 21
10CHRISTOPHER GEORGE PLUMMERCHIEF COMPLIANCE OFFICERIndividualCRUSONIA WEALTH ADVISORS LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER07/2026Schedule APDF page 21
11PATRICK JOHN KANOUFFOWNERIndividualNEW TRAIN LLC50% to less than 75%Code DYesOWNER02/2025Schedule BPDF page 21
12ZACH H PASHELOWNERIndividualAZLJ PARTNERS LLC25% to less than 50%Code CYesOWNER02/2025Schedule BPDF page 21
13JOSEPH WILLIAM MICHAUDOWNERIndividualHIGH STREET WEALTH MANAGEMENT LLC25% to less than 50%Code CYesOWNER02/2025Schedule BPDF page 21
14ZACH H PASHELOWNER & MANAGERIndividualCRUSONIA WEALTH HOLDINGS LLC75% or moreCode EYesOWNER & MANAGER02/2025Schedule BPDF page 21
15Brian FrenkelOWNERIndividualSKOB, LLC50% to less than 75%Code DYesOWNER02/2025Schedule BPDF page 21

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/15/2026 5:07:36 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.