Samuel A. Issermoyer

CRUSONIA WEALTH ADVISORS

DENVER, CO 80209

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CRD#: 7531128

Professional summary

Samuel Andrews Issermoyer, CFA, CFP®, who also goes by Samuel Issermoyer, is a registered financial advisor currently at CRUSONIA WEALTH ADVISORS LLC located in Denver, Colorado.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Samuel has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Samuel Issermoyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Andrews Issermoyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

May 27, 2026 - Present

CRUSONIA WEALTH ADVISORS LLC

Office #1: 3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

RIA

CRD#: 330057

DENVER, CO

Past

March 31, 2022 - June 16, 2026

VALEO FINANCIAL ADVISORS, LLC

RIA

CRD#: 127132

Denver, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

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Contact information

Main Address

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

Mailing Address

Phone number

(303) 810-6366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts	1,960
AUM (Assets Under Management)	$ 1,178,351,846

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Samuel A. Issermoyer

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Andrews Issermoyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRUSONIA WEALTH ADVISORS LLC

VALEO FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

CRUSONIA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Current Firm

CRUSONIA WEALTH ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUSONIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

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