Advisor at Cruz Wealth Management, LLC
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Firm
Cruz Wealth Management, LLC
Location
Olympia, WA
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Fee-only: Fees are paid directly by clients; no commissions accepted.
Olympia, WA
Washington
Cruz Registered Investment Advisor, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Olympia, WA
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