Kriczky Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 324816
- Website
- www.kriczkywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.16%
- Individuals20.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kriczky Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm bills using a mix of percentage-of-AUM, hourly and fixed fees and markets itself to both individual/family and institutional clients. Investment activity centers on externally managed public funds and mutual funds alongside a basket of third‑party alternative managers; the firm relies on outside managers for alternative exposures rather than acting as a capital allocator itself.
Assets & Accounts
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities43%
- Investment Grade Corp Bonds1%
- Other1%
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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