Crockett Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 322684
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.2%
- Individuals24.8%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Crockett Wealth Management, Inc. is a small, independently owned RIA organized as a corporation and registered at the state level in Utah. The firm is owned by an individual and serves both individual/family clients and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals, small businesses, and institutions, and the firm also lists pension consulting among its advisory services. In addition to investment advice, Crockett Wealth acts as an insurance broker. The firm's billing methods include percentage-of-assets and fixed fees. It reports no formal ESG investing program and is not structured as a capital allocator to private funds.
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 Equities54%
- Investment Grade Corp Bonds38%
- State & Local Bonds7%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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