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Israel Cruz Gonzalez

Mercer Global Advisors Inc.

Houston, TX

CRD 7021400

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Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-23

Branch Locations

5555 San Felipe Street, Houston, TX 77056 • 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
Mercer Global Advisors, Inc. Houston TX 07/2026 Present
Westwood Wealth Management Houston TX 06/2020 06/2026
Wealth Development Strategies Llc Houston TX 05/2018 05/2020
Unemployed San Angelo TX 06/2016 05/2018
  • 07/2026 → Present
    Mercer Global Advisors, Inc.
    Houston, TX
  • 06/2020 → 06/2026
    Westwood Wealth Management
    Houston, TX
  • 05/2018 → 05/2020
    Wealth Development Strategies Llc
    Houston, TX
  • 06/2016 → 05/2018
    Unemployed
    San Angelo, TX
Designations
  • Certified Financial Planner
Other Names
  • Israel Cruz
  • Israel Cruz-Gonzalez

View on SEC IAPD

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