Crux Wealth Advisors is an independent, hybrid Registered Investment Advisor (RIA) headquartered in Long Beach, California, with additional offices in Burbank, CA; Westchester, IL; Stevenson Ranch, CA; Orchard Park, NY; and Greenwood Village, CO. Founded in 2016 by CEO Travis Alexander, the firm transitioned from Raymond James Financial Services in August 2024, launching with $1 billion in assets under management (AUM) and planning a multi-phase transition to manage over $3 billion in client assets. Crux offers comprehensive wealth management services, including financial planning, investment management, retirement planning, estate and tax strategies, and charitable giving. The firm emphasizes personalized, holistic financial solutions tailored to clients’ unique goals and values. Crux partners with Arete Wealth for broker-dealer services and BNY Pershing for custody, leveraging advanced technology platforms to enhance client experiences. Committed to empowering clients to achieve financial independence, Crux Wealth Advisors continues to expand its national presence while maintaining a client-centric approach.