Angel Cruz
Cruz Wealth Management · Olympia, Washington
Angel Cruz is a fee-only financial advisor at Cruz Wealth Management in Olympia, Washington, who holds the CFP credential. Angel charges a percentage of assets and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.
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Specialties
Facts
| Firm | Cruz Wealth Management |
|---|---|
| Based in | Olympia, Washington |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $4.1M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 1823725 |
| Exams passed | Series 63 (1988) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | cruzwm.com |
How Angel's firm compares
- Cruz Wealth Management's average account is about $290,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Angel
Is Angel Cruz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angel holds no broker registration, and Cruz Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angel charge for financial advice?
Angel charges a percentage of assets.
Where is Angel Cruz based?
Angel Cruz is based in Olympia, Washington.
What does Angel specialize in?
Angel's specialties include retirement planning, estate & legacy planning and sustainable & impact investing.
What credentials does Angel Cruz hold?
Angel Cruz holds the CFP credential.
Is Angel Cruz registered with the SEC?
Yes. Angel Cruz is registered as an investment adviser representative in WA (CRD 1823725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cruz Wealth Management manage?
Cruz Wealth Management reports $4.1M across 14 accounts in assets under management.
How do I contact Angel Cruz?
Through Angel's website, cruzwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cruz Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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