Kronos Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 281729
- Registered since
- April 20, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI52.78%
- Individuals47.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Kronos Wealth Management is an independent registered investment adviser formed as a limited liability company and operating as a small, client-focused RIA. The firm serves individual and family clients, offering financial planning and portfolio management across both personal and small-business institutional relationships. Its advisory work includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options. Investment activity, as reported, centers on pooled public funds rather than large allocations to private or direct equity positions. The firm appears to implement model-like allocations using mutual funds and other collective vehicles to construct client portfolios, keeping implementation and custody concentrated with a single major custodian.
Assets & Accounts
Public Holdings
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 Funds78%
- Exchange Traded Equities12%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Joel Sproul
President, Chief Investment OfficerCRD 4078957
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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