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CRUSONIA WEALTH ADVISORS LLC

DENVER, CO · CRD 330057 · IAPD ↗ · advisorfind.com · 303-810-6366

$1.18BRegulatory AUM
14Advisory reps
20Employees
16Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — CRUSONIA WEALTH ADVISORS LLC notice-filed in NJ, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — CRUSONIA WEALTH ADVISORS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — CRUSONIA WEALTH ADVISORS LLC now reports custody of client assets ($65.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
80
April 2026 — CRUSONIA WEALTH ADVISORS LLC grew from 4 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — CRUSONIA WEALTH ADVISORS LLC crossed $1B in regulatory AUM ($161.3M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
44
December 2025 — CRUSONIA WEALTH ADVISORS LLC notice-filed in AZ, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — CRUSONIA WEALTH ADVISORS LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
May 2025 — CRUSONIA WEALTH ADVISORS LLC notice-filed in PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — CRUSONIA WEALTH ADVISORS LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
August 2024 — CRUSONIA WEALTH ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
44
July 2024 — CRUSONIA WEALTH ADVISORS LLC notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
May 2024 — CRUSONIA WEALTH ADVISORS LLC notice-filed in NE, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — CRUSONIA WEALTH ADVISORS LLC (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 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.