Kriczky Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 324816
- 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 registered investment adviser organized as a limited liability company. The firm serves individual and family clients as well as some institutional relationships, offering financial planning and portfolio management specifically geared to individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, does not position itself as a capital allocator, and does not report pension-consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
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%
Contacts
1 of 1
Edward Kriczky
Investment Advisor RepresentativeCRD 7683180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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