C
$58.5M Total AUM
$58.5M Disc. AUM
-- 3Y CAGR
4 Employees
59 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-19-2024
- Office Locations
- 2
Office Locations
1185 S Main ST Cheshire CT
30 Tower Lane Suite 200 Cheshire CT
About Crionna Wealth LLC
Crionna Wealth is a Connecticut-based, fee-only registered investment adviser delivering fiduciary wealth management that combines financial and retirement planning, estate planning, and investment management. The firm emphasizes independent, goal-driven recommendations and a detailed planning process, supported by a client login portal. Securities are offered through Charles Schwab & Co., Inc.
Team overview
37 AVG AGE
$29.3M AVG AUM / ADVISOR
$991.9K AVG AUM / CLIENT
1.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst Crest vector
Investment Themes
Crest Bridge horizon
Investment Vehicles
Foundation
Services
Element Catalyst Zenith Radial radial Horizon meridian Oak bridge
Owner & Executives
KEVIN BARRY REGAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6525209
- Ownership
- 75% or more
(218) 282-4986
element.foundation@legacycapital.com
in linkedin.com/in/momentum-insight
Showing 1 of 1 owners & executives
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M
MORRIS ARMSTRONG
--
- CRD
- #2699608
(670) 806-4393
alpha.radial@meridiancapital.com
in linkedin.com/in/element-wave
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,519,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,519,884 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,519,884
Public Funds:
22.8% Equity - Exchange:
34.1% Cash:
20.2% Municipal Bonds:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $593,332,625 | 22.8% |
| Equity - Exchange | $887,396,602 | 34.1% |
| Cash | $525,671,887 | 20.2% |
| Municipal Bonds | $595,934,961 | 22.9% |
| Total | $2,602,336,075 | 100.0% |