Our firm is dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed under the laws of the State of Colorado in 2024 and has been in business as an investment adviser since that time. Our firm is owned by Zach Pashel, Patrick Kanouff, Joseph Michaud, Erin Bawa, and William Garnsey. The purpose of this Brochure is to disclose the conflicts of interest associated with the investment transactions, compensation and any other matters related to investment decisions made by our firm or its representatives. As a fiduciary, it is our duty to always act in the client’s best interest. This is accomplished in part by knowing our client. Our firm has established a service-oriented advisory practice with open lines of communication for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. Types of Advisory Services Offered Wealth Advisory: As part of our Wealth Advisory service, clients will be provided investment management, portfolio design, and financial planning or consulting services. This service is designed to help assist clients in meeting their financial goals through the use of wealth advisory services or consultation. Our firm conducts client meetings to understand their current financial situation, existing resources and assets, financial goals, and tolerance for risk. Based on what is learned, an investment portfolio approach is presented to the client, consisting of individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities or investments. Thereafter, Client portfolios and investments are regularly monitored and, if necessary, rebalanced Our firm may utilize the sub-advisory services of a third-party investment advisory

firm or individual advisor to aid in investment selection and the implementation of a client’s investment portfolio. Before selecting a firm or individual, our firm will ensure that the chosen party is properly licensed or registered and advised with respect to the client’s financial situation, investment objectives, and other reasonable constraints. We will provide initial due diligence on third-party investment managers and ongoing reviews of their management of client accounts. In order to assist in the selection of a third- party investment manager, our firm will gather client information pertaining to financial situation, investment objectives, and reasonable restrictions to be imposed upon the management of the account. Our firm will periodically review third-party investment manager reports provided to the client at least annually. Our firm will contact clients from time to time in order to review their financial situation and objectives; communicate information to third-party money managers as warranted; and, assist the client in understanding and evaluating the services provided by the third-party investment manager. Clients will be expected to notify our firm of any changes in their financial situation, investment objectives, or other constraints that could affect their financial standing. ADV Part 2A – Firm Brochure Page 5 Crusonia Wealth Advisors LLC Tailoring of Advisory Services Our firm offers individualized investment advice to our Wealth Advisory clients. Each Wealth Advisory client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Participation in Wrap Fee Programs Our firm does not offer or sponsor a wrap fee program. Regulatory Assets Under Management Our firm is a newly registered adviser and does not have initial assets to report.