Category: Crux Wealth Advisors

New RIA Crux Wealth Advisors Launches with Its First Tranche of $1B+ AUM and Additional Set for 2024

8/13/2024

Crux Wealth Advisors (Crux) announced their official launch as a hybrid Registered Investment Adviser and full service wealth management firm. After two years of due diligence and preparation, the now fully autonomous firm launched with its first tranche of $1 billion in client assets under management (AUM) in a planned multi-phase transition strategy in order to minimize client and business disruption while allowing for equally as efficient transitions in the coming months.

Originally published on Morningstar on August 13, 2024. Read full article here.

Travis Alexander CEO of Crux Wealth Advisors named to “150 Advisors to Watch” List

7/30/2024

Travis Alexander, Founder and CEO of Crux Wealth Advisors, was named on June 20, 2024 to the 2024 AdvisorHub 150 Advisors to Watch over $1B – ranking #50 on the list. According to the publisher, all who made the lists represent sophisticated practices that achieved scale without compromising their level of service and maintain a commitment to professionalism.

Travis Alexander, a visionary leader, built Crux Wealth Advisors by offering a comprehensive suite of resources that empowers advisors to maximize the impact on their clients’ financial success. His commitment to personalized financial advising is rooted in the Crux core values: Integrity, innovation, and client-centricity. By combining a systematized approach with a dedicated team, Crux Wealth Advisors goes to great lengths to provide a holistic approach of creative, bespoke financial planning to help clients achieve their goals.

Originally published on Business Wire on July 30, 2024. Read full article here.

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New RIA Crux Wealth Advisors Launches with Its First Tranche of $1B+ AUM and Additional Set for 2024

Travis Alexander CEO of Crux Wealth Advisors named to “150 Advisors to Watch” List

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