Crionna Wealth LLC

RIAState Registered
Total AUM
$65.6M
Discretionary
$65.6M
100% of AUM
Avg account
$354K
Accounts
185
Employees
4
Advisory reps
2

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
Client types
  • HNWI68.23%
  • Individuals31.77%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Crionna Wealth LLC is an independent, Connecticut-registered limited liability advisory firm focused on serving individuals and families. The firm operates as a capital allocator and provides a mix of financial planning and portfolio management for individuals and small businesses, along with pension consulting services and selection-of-other-advisers work. Its fee model combines a percentage-of-AUM charge with hourly billing for certain engagements. Crionna does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 87%, Exchange Traded Equities 9%, Cash & Cash Equivalents 3%, State & Local Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Contacts

2 of 2
  • Kevin Regan

    Kevin Regan

    OwnerCRD 6525209

  • Morris Armstrong

    Morris Armstrong

    OwnerCRD 2699608

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth