Ma Tapang is a CFP-designated registered investment advisor at Crux Wealth Advisors, based in Long Beach, CA, with 41 years of industry experience. Ma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
111 W. Ocean Blvd, 4th Floor, Long Beach, CA, 90802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ma owns Good Earth Investments LLC, investing in rental real estate and managing property, dedicating minimal time to these activities. Ma also prepares income tax returns through Maria Tapang & Associates, taking about a quarter to half of her time, and subleases office space, spending minimal time on it.
Employment History
Current Registrations
Crux Wealth Advisors
Arete Wealth Management, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Ids Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.