Cronkhite Wealth Strategies

RIAState Registered
Total AUM
$10.9M
Discretionary
$0
0% of AUM
Avg account
$452K
Accounts
24
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
299566
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals90.54%
  • Pension & Profit Sharing Plans9.46%
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cronkhite Wealth Strategies is an independent, Colorado-registered advisory firm organized as a corporation and owned by an individual. The firm positions itself as a capital allocator for both individuals/families and institutional clients, combining advisory work with insurance brokerage activity. Its stated advisory services include financial planning, pension consulting and the selection of other advisers. Compensation comes through a mix of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth