Crionna Wealth LLC

Overview

Crionna Wealth LLC is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include a percentage-of-assets model, along with hourly and fixed-fee engagements. Crionna Wealth is not structured as a capital allocator; instead it places client assets into third-party vehicles and managed products. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser according to the available data.

Assets & Accounts

Investments & Alternatives