Cruz Wealth Management, LLC

Cruz Wealth Management, LLC (CRD# 293988) is a financial advisory firm headquartered in , . They manage $2,925,910 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $195,061
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Cruz Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Angel D. Cruz
CRD#: 1823725
Olympia, WA

Angel Cruz (CRD# 1823725) is an Investment Advisor Representative working at Cruz Wealth Management, LLC in Olympia, WA and has over 35 years of experience in the finance industry.

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