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.
SEC-registered adviser
Crusonia Wealth Advisors LLC
Latest filing Jul 15, 2026
First filing on the tape Feb 2, 2024 · 15 filings
SEC status approved since Mar 4, 2024
RAUM
$1.2B
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
99%
$1.2B individuals and HNW
Advisors
15
registered through the firm on IAPD
RAUM per advisor
$78.6M
derived; firm RAUM over IAPD count
Employees
20
14 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.2B as of Jul 15, 2026
Apr 22, 2025$161M then
HNW client RAUM$1.1B as of Jul 15, 2026
Apr 22, 2025$149M then
State-registered IARs (5.B.3)13 as of Jul 15, 2026
Apr 22, 20252 then
Employees (5.A)20 as of Jul 15, 2026
Apr 22, 202511 then
Private funds: no history
RAUM +630% over the last fiscal yearIARs 2 to 13offices 0 to 3
Practice profile
derived from the filing of Jul 15, 2026; every figure names its basis
- RAUM per advisor
- $78.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $601,200derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +630%derivedbetween the last two annual amendments
- Advisor growth, one year
- +550%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +584%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $65.0M, 50 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.1B93%
- Individuals$73.5M6.2%
- Corporations and businesses$12.9M1.1%
- Individual clients
- 215reported
- HNW clients
- 325reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,960reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $65.0M for 50 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
15 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kelly Michael ElsensohnCertified Financial Planner | Castle Rock, Co | Mar 13, 2024 | 12 y | 3 |
| David Eric BaysingerCertified Financial Planner | Castle Rock, Co | Mar 13, 2024 | 28 y | 6 |
| Jason Michael AldersonCertified Financial Planner | Denver, Co | Apr 4, 2025 | 11 y | 4 |
| Madeline Claire KleinmanCertified Financial Planner | Denver, Co | Apr 6, 2025 | 10 y | 2 |
| Conor Avery JonassonCertified Financial Planner | Philadelphia, Pa | Apr 28, 2025 | 16 y | 3 |
| Collin James SchmidtCertified Financial Planner | Denver, Co | Jun 9, 2025 | 15 y | 2 |
| Meghan Donna Ide | Denver, Co | Jun 9, 2025 | 12 y | 3 |
| Rachel Marie McguireCertified Financial Planner, Chartered Financial Analyst | Denver, Co | Jun 13, 2025 | 19 y | 2 |
| Amy Lynn WarrenderCertified Financial Planner | Denver, Co | Jun 17, 2025 | 11 y | 3 |
| John Joseph McglothlinCertified Financial Planner | Denver, Co | Aug 4, 2025 | 10 y | 1 |
| Ned Michael MeloniCertified Financial Planner | Denver, Co | Aug 29, 2025 | 15 y | 4 |
| Connor M LawCertified Financial Planner | Denver, Co | Apr 8, 2026 | 14 y | 1 |
| Ryan Phillip CsrnkoCertified Financial Planner | Denver, Co | Apr 13, 2026 | 10 y | 5 |
| Samuel Andrews IssermoyerCertified Financial Planner, Chartered Financial Analyst | Denver, Co | May 27, 2026 | 13 y | 1 |
| Gary Andrew Wagner | Denver, Co | Sep 2, 2026 | 24 y | 2 |
Advisor movement
0 left, 4 joined in 12 months
net +4 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Gary Andrew Wagner from Southstate Private Capital Management LLCSep 2, 2026 · RIA to RIA
- Samuel Andrews Issermoyer from Valeo Financial Advisors, LLCMay 27, 2026 · RIA to RIA
- Ryan Phillip Csrnko from Ridgegate Advisors, LLCApr 13, 2026 · RIA to RIA
- Connor M Law from Sikich FinancialApr 8, 2026 · RIA to RIA
- Ned Michael Meloni from LPL Financial LLCAug 29, 2025 · Affiliated broker-dealer or bank to independent RIA
- John Joseph Mcglothlin from Southwest Retirement Advisors, LLCAug 4, 2025 · Other
- Amy Lynn Warrender from Southstate Private Capital Management LLCJun 17, 2025 · RIA to RIA
- Rachel Marie Mcguire from Southstate Private Capital Management LLCJun 13, 2025 · RIA to RIA
- Collin James Schmidt from Southstate Private Capital Management LLCJun 9, 2025 · RIA to RIA
- Meghan Donna Ide from Southstate Private Capital Management LLCJun 9, 2025 · RIA to RIA
- Conor Avery Jonasson from Safeguard Wealth ManagementApr 28, 2025 · RIA to RIA
- Madeline Claire Kleinman from Southstate Private Capital Management LLCApr 6, 2025 · RIA to RIA
- Jason Michael Alderson from Southstate Private Capital Management LLCApr 4, 2025 · RIA to RIA
- David Eric Baysinger from Wealthsource?Mar 13, 2024 · RIA to a newly registered adviser
- Kelly Michael Elsensohn from Wealthsource?Mar 13, 2024 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Southstate Private Capital Management LLCJun 16, 2025 · Columbia, Sc
- 2 joined from Southstate Private Capital Management LLCApr 7, 2025 · Columbia, Sc
- 2 joined from Wealthsource?Jun 6, 2024 · Castle Rock, Co
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Patrick Kanouff · Membercontrolsince 03/2024 · owns less than 5%
- H Zach Pashel · Managing Membercontrolsince 02/2024 · owns less than 5%
- George Christopher Plummer · Chief Compliance Officercontrolsince 07/2026 · owns less than 5%
- Valenti Erin Bawa · Membersince 03/2024 · owns less than 5%
- Peyton William Garnsey · Membersince 03/2024 · owns less than 5%
- William Joseph Michaud · Membersince 03/2024 · owns 10% to 25%
Entity owners
- Crusonia Wealth Holdings LLC · Ownerdirect · owns 25% to 50%
- Azlj Partners LLC · Ownerdirect · owns 10% to 25%
- High Street Wealth Management LLC · Ownerdirect · owns 10% to 25%
- New Train LLC · Ownerdirect · owns 5% to 10%
- Skob, LLC · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 14 | 4 | 0 | ||
| Castle Rock, Co | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 15, 2026PLUMMER, CHRISTOPHER, GEORGE (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-03-05 and 2026-07-15peers: independent wealth managers, $1B to $5B (1,360)
- account count surgeChange between filings · filing Mar 11, 2026accounts (Item 5.F.2.f) moved from 230.0 to 1,960.0 (+752.0%) between the annual amendments of 2025-04-22 and 2026-03-11; the peer median change was +6.0% (1206 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 100% percentile
- employee count surgeChange between filings · filing Mar 11, 2026employees (Item 5.A) moved from 11.0 to 20.0 (+82.0%) between the annual amendments of 2025-04-22 and 2026-03-11; the peer median change was +4.0% (1050 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,050) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 11, 2026RAUM (Item 5.F) moved from $161,347,493 to $1,178,351,846 (+630.0%) between the annual amendments of 2025-04-22 and 2026-03-11; the peer median change was +17.0% (1297 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 230 to 1,960Sep 5, 2025 to Mar 11, 2026
- Advisory employees · 4 to 14Sep 5, 2025 to Mar 11, 2026
- Corporate clients · unset to 2.0Sep 5, 2025 to Mar 11, 2026
- HNW clients · 46 to 325Sep 5, 2025 to Mar 11, 2026
- Individual clients · 33 to 215Sep 5, 2025 to Mar 11, 2026
- Assets in custody · unset to 65048488.0Sep 5, 2025 to Mar 11, 2026
- Custody of client assets · false to trueSep 5, 2025 to Mar 11, 2026
- Employees · 11 to 20Sep 5, 2025 to Mar 11, 2026
- Insurance-licensed employees · 2 to 0Sep 5, 2025 to Mar 11, 2026
- Financial planning clients · 0 to 11-25Sep 5, 2025 to Mar 11, 2026
- State-registered IARs · 2 to 13Sep 5, 2025 to Mar 11, 2026
- Discretionary RAUM · $161M to $1.1BSep 5, 2025 to Mar 11, 2026
- HNW RAUM · $149M to $1.1BSep 5, 2025 to Mar 11, 2026
- Individual RAUM · $12.4M to $73.5MSep 5, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $0 to $109MSep 5, 2025 to Mar 11, 2026
- RAUM · $161M to $1.2BSep 5, 2025 to Mar 11, 2026
- Financial planning clients · 0 to 0Aug 4, 2025 to Sep 5, 2025
- Other offices · 2 to 3Aug 4, 2025 to Sep 5, 2025
- Other offices · 0 to 2May 12, 2025 to Aug 4, 2025
- Insurance-licensed employees · 3 to 2Jun 28, 2024 to Apr 22, 2025
- State-registered IARs · 3 to 2Jun 28, 2024 to Apr 22, 2025
- Discretionary RAUM · $152M to $161MJun 28, 2024 to Apr 22, 2025
- HNW RAUM · $122M to $149MJun 28, 2024 to Apr 22, 2025
- Individual RAUM · $30.0M to $12.4MJun 28, 2024 to Apr 22, 2025
- RAUM · $152M to $161MJun 28, 2024 to Apr 22, 2025
- Related insurance company · false to trueJun 28, 2024 to Apr 22, 2025
- Accounts · 225 to 230Jun 28, 2024 to Apr 22, 2025
- Advisory employees · 2 to 4Jun 28, 2024 to Apr 22, 2025
- HNW clients · 50 to 46Jun 28, 2024 to Apr 22, 2025
- Individual clients · 25 to 33Jun 28, 2024 to Apr 22, 2025
- Employees · 5 to 11Jun 28, 2024 to Apr 22, 2025
- Accounts · 0 to 225May 2, 2024 to Jun 28, 2024
- HNW clients · unset to 50.0May 2, 2024 to Jun 28, 2024
- Individual clients · unset to 25.0May 2, 2024 to Jun 28, 2024
- Discretionary RAUM · $0 to $152MMay 2, 2024 to Jun 28, 2024
- HNW RAUM · unset to 122400000.0May 2, 2024 to Jun 28, 2024
- Individual RAUM · unset to 30000000.0May 2, 2024 to Jun 28, 2024
- RAUM · $0 to $152MMay 2, 2024 to Jun 28, 2024
- Related adviser · true to falseMar 13, 2024 to Apr 4, 2024
- Advisory employees · 1 to 2Mar 5, 2024 to Mar 13, 2024
Signals
6 dated events
- Crusonia Wealth Advisors Llc reported 13 state-registered advisory representatives, up from 2 (2025-09-05 to 2026-03-11)Mar 11, 2026 · Advisor headcount change · derived
- Crusonia Wealth Advisors Llc reported RAUM $1.2B, up 630% from $161.3M (2025-09-05 to 2026-03-11)Mar 11, 2026 · RAUM change · derived
- 5 advisors left Southstate Private Capital Management LLC (Columbia, SC) for Crusonia Wealth Advisors LLC a day apartJun 16, 2025 · Team lift-out · derived
- 2 advisors left Southstate Private Capital Management LLC (Columbia, SC) for Crusonia Wealth Advisors LLC on the same dayApr 7, 2025 · Team lift-out · derived
- 2 advisors left Wealthsource? (Castle Rock, CO) for Crusonia Wealth Advisors LLC a day apartJun 6, 2024 · Team lift-out · derived
- Crusonia Wealth Advisors Llc filed its initial SEC registration (Form ADV)Feb 2, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- wwwlinkedin.com/company/jonasson-retirement-solutionsreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/104778716reportedpublic record, Form ADV, Sep 17, 2026
- Website
- advisorfind.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 303-810-6366reportedpublic record, Form ADV, Jul 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $78.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026