CRIONNA WEALTH LLC
Firm details
- Headquarters
- AVON, Connecticut
- CRD number
- 330136
- Website
- crionnawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.57%
- Individuals28.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Crionna Wealth LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its fee arrangements include asset-based fees as well as hourly and fixed-price engagements. Crionna Wealth reports it is not an active ESG investor and is not organized as a capital allocator or multi-state advisory platform.
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
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2KEVIN REGAN
OwnerCRD 6525209
MORRIS ARMSTRONG
OwnerCRD 2699608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AVON, CT
HARTFORD
Location
AVON, CT
Headquartered in AVON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 30 Tower Ln
- Time zone
- ET (UTC-5)
- Office locations
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