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Cronkhite Wealth Strategies

Cronkhite Wealth Strategies. CRD 299566

Cronkhite Wealth Strategies logo

CRD: 299566

Cronkhite Wealth Strategies

Peyton, CO
7199301118
www.cronkhitewealth.com
$10.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Axos
Clients
Retail and Institutional
Platforms
Glacier
Established Date
01-18-2019
Office Locations
1

Office Locations

-- Peyton CO

About Cronkhite Wealth Strategies

Cronkhite Wealth Strategies provides fiduciary investment coaching and financial planning for individuals, families, and employers. Its approach combines evidence-based, Nobel Prize-winning academic investing principles with behavioral education to help clients avoid speculation and stay aligned with long-term goals. Services include portfolio construction, retirement and 401(k) plans, estate planning, and insurance/benefits planning.

Team overview

-- AVG AGE
$10.9M AVG AUM / ADVISOR
$452.3K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Glacier crest

Custodian

Harbor Harbor insight Insight quantum Delta unison Eagle element Peak oak

Investment Themes

Prime Insight North momentum

Investment Vehicles

Zenith north Summit

Services

Atlas vital Horizon Eagle Catalyst vertex Signal beacon Eagle Atlas focus

Technology

Meridian optima

Owner & Executives

ALESIA JEANNE CRONKHITE

ALESIA JEANNE CRONKHITE

Chief Compliance Officer, President

CRD
#2647104
Ownership
75% or more
(633) 702-2197
fusion.horizon@vertexcapital.com
in linkedin.com/in/prime-focus

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $10,855,767 --
Total $10,855,767 --

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Separately Managed Accounts

Total SMA Asset: $10,855,767

$10.9M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $3,330,246,129 100.0%
Total $3,330,246,129 100.0%

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