Cruz Wealth Management, LLC
Cruz Wealth Management, LLC (CRD# 293988) is a financial advisory firm headquartered in , . They manage $3,737,914 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cruz Wealth Management, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$233,620
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Cruz Wealth Management, LLC
1
Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Wealth Management, LLC in Olympia, WA and has over 36 years of experience in the finance industry.
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