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KRUSE ASSET MANAGEMENT, LLC

CHICAGO, IL · CRD 143204 · IAPD ↗ · kruseassetmanagement.com · 312-775-6000

$146.2MRegulatory AUM
2Advisory reps
2Employees
189Clients
101-250Planning clients
2Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — KRUSE ASSET MANAGEMENT, LLC (CHICAGO, IL) is newly SEC-registered with $137.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.