This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PRESILIUM PRIVATE WEALTH, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 12, 2020

First registration

Mar 23, 2020

Dual registered

no

Other names

Jaeden A. Cruz|JAEDEN CRUZ|Jaeden A Cruz

IAPD individual key

7078984

• Occurred

  May 8, 2024
  Advisor changed firm

  Jaeden Alexander Cruz left United Capital Financial Advisors for Presilium Private Wealth, Llc (registered 2026-03-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:55d909c5-7aea-583a-56fc-051fdb67fa1b

First observed

Mar 23, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.