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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight oakQuantum pathway
- Established Date
- 05-27-2016
- Office Locations
- 1
Office Locations
About Kronos Wealth Management
Chronos Wealth Management provides personalized wealth management and investment planning, coordinating with clients’ attorneys and accountants to build comprehensive plans aimed at sustaining assets over time. The team serves business owners, corporate executives, families, retirees, women investors, and nonprofit or foundation clients. Custody is supported through Charles Schwab & Co., with resources to navigate a global economy and evaluate opportunities.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL ELLIOT SPROUL
Chief Compliance Officer, Chief Investment Strategist, President
- CRD
- #4078957
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,087,812 | $193,484 |
| Non-Discretionary | $0 | -- |
| Total | $27,087,812 | $193,484 |
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Separately Managed Accounts
Total SMA Asset: $27,087,812
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,193,326,952 | 41.9% |
| Equity - Exchange | $492,710,174 | 17.3% |
| Cash | $1,161,998,559 | 40.8% |
| Total | $2,848,035,685 | 100.0% |