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Samuel Andrews Issermoyer

Crusonia Wealth Advisors LLC

Denver, CO

CRD 7531128

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Employer firm

Crusonia Wealth Advisors LLC CRD 330057

$1.18B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Crusonia Wealth Advisors Llc

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-27
  • CO RA
    APPROVED
    Since 2026-05-27

Branch Locations

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crusonia Wealth Advisors, Llc Denver CO 05/2026 Present
Regions Bank Indianapolis IN 12/2017 03/2022
Wells Fargo Charlotte NC 06/2013 12/2017
Valeo Financial Advisors, Llc Carmel IN 03/2022 05/2026
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Samuel Issermoyer

View on SEC IAPD

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