Chronos Wealth Management, L.L.C.
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 299782
- Registered since
- May 30, 2019
- Website
- www.chronoswm.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.37%
- Individuals18.63%
- Pension & Profit Sharing Plans2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Chronos Wealth Management, L.L.C. is an independent, SEC‑registered advisory firm (formed 2019) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and the selection of outside managers. Chronos also functions as an insurance broker and presents itself as a capital allocator—sourcing and allocating to third‑party managers rather than running a large proprietary product shelf. The firm is not identified as an active ESG investor and reports no multi‑state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds11%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Contacts
2 of 2
William Chamberlain
Financial AdvisorCRD 2112038

Nicole Gay
Compliance and Operations RiskCRD 4883977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$356K in ETFs
100%
$356K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG) | Passive | Derivative Income | $356K | 7,050 | 100.00% |
Location
Clearwater, FL
Pinellas
Location
Clearwater, FL
Headquartered in Clearwater, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 1432 Court St
- Time zone
- ET (UTC-5)
- Office locations
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