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, privately held RIA organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registration recorded in 2019) and charges fees based on a percentage of assets under management. Its service set spans financial planning, discretionary portfolio management for individuals, small businesses and institutions, as well as selection and oversight of third-party advisers. Chronos also operates as an insurance broker and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$335K in ETFs
100%
$335K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (KNG) | Passive | Derivative Income | $335K | 6,950 | 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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