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Erin Valenti Bawa

CRUSONIA WEALTH ADVISORS LLC·DENVER, Colorado
Clean record2 years registeredCRUSONIA WEALTH ADVISORS LLC
200 FILLMORE ST, DENVER, CO 80206CRD# 7877681Firm CRD# 330057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erin Valenti Bawa · DENVER, CO
Registration
CRD #7877681 · CRUSONIA WEALTH ADVISORS LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

MICHAUD CAPITAL MANAGEMENT LLC
Feb 2024 – present
02

Registrations & Exams

Registration record
First registered · February 29, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRUSONIA WEALTH ADVISORS LLC
CRD 330057 · SEC 801-129632
AUM
$152M
Regulatory assets under management
Employees
5
225 client accounts
Services offered by CRUSONIA WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRUSONIA WEALTH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Erin Valenti Bawa offer?
Erin Valenti Bawa specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are Erin Valenti Bawa's credentials?
Erin Valenti Bawa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erin Valenti Bawa located?
Erin Valenti Bawa is based in DENVER, Colorado, working with CRUSONIA WEALTH ADVISORS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Erin Valenti Bawa charge for services?
Erin Valenti Bawa's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRUSONIA WEALTH ADVISORS LLC?
CRUSONIA WEALTH ADVISORS LLC has approximately 5 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joseph William Michaud
DENVER, CO

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Research
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