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Chief Executive Officer · Crux Wealth Advisors

Travis P. Alexander

CRD 5504338 · Named on Form ADV at one SEC-registered adviser

At a glance

Crux Wealth Advisors, an SEC-registered wealth manager based in Long Beach, CA with $548 million in regulatory assets, lists Travis P. Alexander on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

  • Crux Wealth AdvisorsChief Executive OfficerWealth manager · Long Beach, CA · $548M in regulatory assets

AtlasMembers

Travis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David ColleyChief Operations Officer/chief Compliance Officer, Crux Wealth Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Travis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.