CRUSONIA WEALTH ADVISORS LLC
Adviser information for CRUSONIA WEALTH ADVISORS LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129632 |
|---|---|
| SEC ERA File Number | 801-129632 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330057 |
| Legal Entity Identifier | None |
Principal Office
200 FILLMORE STSUITE 300
DENVER
CO
United States
Monday - Friday, 9AM - 5PM
Tel: 303-810-6366, Fax: None
Websites
Chief Compliance Officer
PATRICK KANOUFF
200 FILLMORE ST
SUITE 300
DENVER
CO
United States
Tel:
303-810-6366
P*@***************M
(Full email address available in API data)
Industry Affiliates
| MICHAUD CAPITAL MANAGEMENT LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PASHEL, ZACH, H | Individual | – | MANAGING MEMBER | 02/2024 | 50-75% |
| MICHAUD, JOSEPH, WILLIAM | Individual | – | MEMBER | 03/2024 | 10-25% |
| KANOUFF, PATRICK, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | 03/2024 | 10-25% |
| BAWA, ERIN, VALENTI | Individual | – | MEMBER | 03/2024 | < 5% |
| GARNSEY, WILLIAM, PEYTON | Individual | – | MEMBER | 03/2024 | < 5% |