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RIA / WealthAdvisorCertified Financial Planner38 years in industry

ANGEL DEJESUS CRUZ

Advisor at CRUZ WEALTH MANAGEMENT, LLC

OLYMPIA, WA

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Search this name across graphsid dfx:ria:91e6c7fc-4165-9662-6ef6-0a85d35382c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRUZ WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 21, 1988
First registration: Nov 29, 2004
Dual registered: no
IAPD individual key: 1823725

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRUZ WEALTH MANAGEMENT, LLC	State registered	May 8, 2018	n/a	yes	OLYMPIA, WA	Current employment
FORTIS CAPITAL MANAGEMENT LLC	Independent wealth	Jul 28, 2017	Mar 30, 2018	no	BELLEVUE, WA	Previous registration
CRUZ REGISTERED INVESTMENT ADVISOR, LLC	n/a	May 8, 2009	Nov 27, 2017	no	OLYMPIA, WA	Previous registration
CRUZ REGISTERED INVESTMENT ADVISOR, LLC	n/a	Jun 20, 2008	Dec 31, 2008	no	OLYMPIA, WA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Feb 11, 2008	Apr 21, 2008	no	SEATTLE, WA	Previous registration
ZURC INVESTMENTS, LLC	n/a	May 30, 2007	Dec 31, 2007	no	SEATTLE, WA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 16, 2006	Mar 30, 2007	no	Seattle, WA	Previous registration
THIRD COAST INVESTMENTS, LLC	n/a	Nov 29, 2004	Dec 31, 2006	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FORTIS CAPITAL MANAGEMENT LLC	CRUZ WEALTH MANAGEMENT, LLC	Mar 30, 2018	May 8, 2018	39	Firm change	RIA to state RIA
CRUZ REGISTERED INVESTMENT ADVISOR, LLC	FORTIS CAPITAL MANAGEMENT LLC	Nov 27, 2017	Jul 28, 2017	-122	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	CRUZ REGISTERED INVESTMENT ADVISOR, LLC	Apr 21, 2008	Jun 20, 2008	60	Firm change	Other
ZURC INVESTMENTS, LLC	MML INVESTORS SERVICES, LLC	Dec 31, 2007	Feb 11, 2008	42	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ZURC INVESTMENTS, LLC	Mar 30, 2007	May 30, 2007	61	Firm change	Other
THIRD COAST INVESTMENTS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Dec 31, 2006	Jun 16, 2006	-198	Firm change after gap	Other

Relationships

Registered with (7)

→ CRUZ WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 8, 2018 to presentfactForm ADV
→ FORTIS CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 28, 2017 to Mar 30, 2018factForm ADV
→ CRUZ REGISTERED INVESTMENT ADVISOR, LLCRegistered adviserregistration: previous registration
May 8, 2009 to Nov 27, 2017factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Feb 11, 2008 to Apr 21, 2008factForm ADV
→ ZURC INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 30, 2007 to Dec 31, 2007factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 16, 2006 to Mar 30, 2007factForm ADV
→ THIRD COAST INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 29, 2004 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.