CRUSONIA WEALTH ADVISORS LLC

UUID42239f21-d943-5a37-8788-c1613b46721c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:56

Updated2025-10-23 02:24:37

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Authority	Identifier	Display	As Of	Confidence
adv_crd	330057	330057	—	1.0
sec_file_number	801-129632	801-129632	—	—

HQ CityDENVER

HQ StateCO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-05-12 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
CRUSONIA WEALTH HOLDINGS LLC	OWNER	OFFICER	—	{"filing_id": "2014590", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Frenkel, Brian	OWNER	OFFICER	—	{"filing_id": "2014590", "owner_id": "8057829", "source": "adv_part1", "table": "Schedule_A_B"}
KANOUFF, PATRICK, JOHN	OWNER	OFFICER	—	{"filing_id": "2014590", "owner_id": "2180984", "source": "adv_part1", "table": "Schedule_A_B"}
MICHAUD, JOSEPH, WILLIAM	OWNER	OFFICER	—	{"filing_id": "2014590", "owner_id": "2780455", "source": "adv_part1", "table": "Schedule_A_B"}
PASHEL, ZACH, H	OWNER & MANAGER	OFFICER	—	{"filing_id": "2014590", "owner_id": "4655702", "source": "adv_part1", "table": "Schedule_A_B"}
AZLJ PARTNERS LLC	OWNER	EMPLOYEE	—	{"filing_id": "2014590", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BAWA, ERIN, VALENTI	MEMBER	EMPLOYEE	—	{"filing_id": "2014590", "owner_id": "7877681", "source": "adv_part1", "table": "Schedule_A_B"}
GARNSEY, WILLIAM, PEYTON	MEMBER	EMPLOYEE	—	{"filing_id": "2014590", "owner_id": "7682078", "source": "adv_part1", "table": "Schedule_A_B"}
HIGH STREET WEALTH MANAGEMENT LLC	OWNER	EMPLOYEE	—	{"filing_id": "2014590", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NEW TRAIN LLC	OWNER	EMPLOYEE	—	{"filing_id": "2014590", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SKOB, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2014590", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.