Crionna Wealth LLC

Overview

Crionna Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model mixes AUM-based fees with hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. The firm does not identify as an active ESG investor and is not a capital allocator; it appears to rely on external managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices