Kronos Wealth Management

RIASEC RegisteredEst. 2021
Total AUM
$27.1M
Discretionary
$27.1M
100% of AUM
Avg account
$193K
Accounts
140
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
281729
Registered since
April 20, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI52.78%
  • Individuals47.22%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kronos Wealth Management is an independent registered investment adviser formed as a limited liability company and operating as a small, client-focused RIA. The firm serves individual and family clients, offering financial planning and portfolio management across both personal and small-business institutional relationships. Its advisory work includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options. Investment activity, as reported, centers on pooled public funds rather than large allocations to private or direct equity positions. The firm appears to implement model-like allocations using mutual funds and other collective vehicles to construct client portfolios, keeping implementation and custody concentrated with a single major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 12%, Cash & Cash Equivalents 10%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • Joel Sproul

    Joel Sproul

    President, Chief Investment OfficerCRD 4078957

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth