C
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-25-2022
- Office Locations
- 1
Office Locations
-- Sandy UT
About Crockett Wealth Management, Inc.
Crockett Wealth Management, Inc. is a Sandy-based RIA. The firm has been operating for 3 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$200.0K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Momentum capital Atlas
Investment Themes
Atlas Pioneer Frontier optima
Investment Vehicles
North prime
Services
Vital Vital Beacon unison Focus Value vertex Optima bridge Matrix Wave Vector
Owner & Executives
STERLING JAMESON CROCKETT
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4785611
- Ownership
- 75% or more
(674) 901-5918
prime.harbor@matrixcapital.com
in linkedin.com/in/ridge-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
Equity - Exchange:
22.5% Corporate - Investment Grade:
14.4% Municipal Bonds:
34.0% Cash:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,320,479,178 | 22.5% |
| Corporate - Investment Grade | $845,106,674 | 14.4% |
| Municipal Bonds | $1,995,390,758 | 34.0% |
| Cash | $1,707,819,736 | 29.1% |
| Total | $5,868,796,346 | 100.0% |