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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison prime
- Established Date
- 03-20-2023
- Office Locations
- 1
Office Locations
About Kriczky Wealth Management LLC
Kriczky Wealth Management LLC is a Downingtown, PA fee-only fiduciary RIA led by founder Edward Kriczky. The firm provides investment management and planning across cash flow, net worth, retirement, insurance, tax strategy, legacy and charitable giving, with access to alternative investments. Client focus emphasizes business owners and high-income earners and proactive tax planning. Portfolios primarily use ETFs and public funds, with custody at Charles Schwab.
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Owner & Executives
EDWARD KRICZKY
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7683180
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,939,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,939,488 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,939,488
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,513,399,176 | 36.2% |
| Equity - Exchange | $1,513,399,176 | 36.2% |
| Corporate - Investment Grade | $769,241,570 | 18.4% |
| Other | $384,620,784 | 9.2% |
| Total | $4,180,660,706 | 100.0% |