Investment adviser representative · Presilium Private Wealth, LLC
Jaeden A. Cruz
CRD 7078984 · Radnor, PA
At a glance
Jaeden A. Cruz is an investment adviser representative with Presilium Private Wealth, LLC in Radnor, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jaeden’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Presilium Private Wealth, LLCSince March 2026Radnor, PA · $672M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jaeden’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Presilium Private Wealth, LLC
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- Amanda C. GrafRadnor
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