DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Ned Michael Meloni

Crusonia Wealth Advisors LLCindependent RIADenver, CoIA-onlyIAPD 4143605

Certified Financial Planner

Feed of 09/14/2026

Also filed as Ned Michael Meloni

At current firm

1 y

since Aug 29, 2025

In the industry

15 y

since Sep 7, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Crusonia Wealth Advisors LLC independent RIA current
since Aug 29, 2025 · Denver, Co
LPL Financial LLC BD affiliated
Mar 31, 2025 to Aug 26, 2025 · Boulder, Co
Financial Steward Associates, LLC former
Nov 6, 2024 to Aug 21, 2025 · Boulder, Co
Cuso Financial Services, L.P. former
Jan 23, 2023 to Aug 2, 2024 · Boulder, Co
Empower Advisory Group, LLC BD affiliated
May 17, 2018 to Jan 31, 2023 · Greenwood Village, Co

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Crusonia Wealth Advisors LLC
left Aug 26, 2025, registered Aug 29, 2025 (3 days) · Affiliated broker-dealer or bank to independent RIA
Financial Steward Associates, LLC to LPL Financial LLC
left Aug 21, 2025, registered Mar 31, 2025 (-143 days) · RIA to affiliated broker-dealer or bank
Cuso Financial Services, L.P. to Financial Steward Associates, LLC
left Aug 2, 2024, registered Nov 6, 2024 (96 days) · Affiliated broker-dealer or bank to independent RIA
Empower Advisory Group, LLC to Cuso Financial Services, L.P.
left Jan 31, 2023, registered Jan 23, 2023 (-8 days) · Affiliated broker-dealer or bank to another

Signals

Ned Michael Meloni left Lpl Financial Llc for Crusonia Wealth Advisors Llc (registered 2025-08-29)
Aug 26, 2025 · Advisor changed firm · fact
Ned Michael Meloni left Financial Steward Associates, Llc for Lpl Financial Llc (registered 2025-03-31)
Aug 21, 2025 · Advisor changed firm · fact
Ned Michael Meloni left Cuso Financial Services, L.P. for Financial Steward Associates, Llc (registered 2024-11-06)
Aug 2, 2024 · Advisor changed firm · fact
Ned Michael Meloni left Empower Advisory Group, Llc for Cuso Financial Services, L.P. (registered 2023-01-23)
Jan 31, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address