Crusonia Wealth Advisors
TL;DR
Colorado LLC formed in 2024 offering investment advisory, financial planning and consulting to individuals, high-net-worth clients, trusts and businesses from Cherry Creek.
$1.2 billion
Regulatory AUM
As of ADV filing 2026-07-15
1,960
Accounts / Clients
540 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
20
Team Size
employees, 14 advisory
2 yrs
Years Registered
First registered 2024
About Crusonia Wealth Advisors
Colorado LLC formed in 2024 offering investment advisory, financial planning and consulting to individuals, high-net-worth clients, trusts and businesses from Cherry Creek.
Office: 3773 Cherry Creek Drive N, Suite 1025, Denver, CO 80209.
Best for: Individuals and families wanting fee-only CFP planning without an account minimum
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD330057
RegistrationSEC-registered
First registration2024
Regulatory AUM$1.2 billion
ADV filing date2026-07-15
Accounts1,960
Clients540 individual and high-net-worth clients
Employees20
Advisory employees14
Fee modelFee-only per its own site; ADV 2A says no commissions on securities in advisory accounts
MinimumNo account minimum; fees and minimums negotiable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA, CDFA and CRPC named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 330057, as of ADV filing 2026-07-15, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 1 of 10
Client Reviews
No published reviews yet. Reviews publish once a firm has two or more verified founder reviews.