Crionna Wealth LLC

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Client assets under management

$58,519,884

Clients

27% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$991,862

About

Crionna Wealth provides fee-based investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers discretionary portfolio management, tailored financial plans, and consulting for qualified retirement plans.

The firm implements a custom, tactical allocation approach using fundamental analysis and a mix of exchange-listed securities, mutual funds, ETFs, fixed income, and cash positions that can be used as a hedge; strategies include both long-term and short-term purchases and occasional specific stock recommendations to adjust sector weightings or dividend exposure. Client portfolios are managed on a discretionary basis with investment decisions tied to individual objectives, risk tolerance, and periodic reviews.

Compared with many peers of similar size, the firm also provides institutional-style retirement plan consulting—including the ability to serve as an ERISA Section 3(38) discretionary fiduciary or a Section 3(21) advisor—and offers participant education, plan surveys, and vendor evaluations. The advisory team is led by a CFP professional and maintains operational policies such as leaving proxy voting with clients rather than voting securities on their behalf.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Wealth management

Fee options

Fixed

Fixed fee for financial planning services based on estimated hours multiplied by $400 hourly rate

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%

Project-based

$400/hour

Main office location

Crionna Wealth LLC

30 Tower Lane, Suite 200

Avon CT 06001, United States

Number of offices

Most active in

Connecticut

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 860-362-1045

Advisors at this firm

Morris A

ChFC®, Series 63, Series 65

Cheshire, CT

Crionna Wealth LLC

Morris Armstrong is a financial advisor at Crionna Wealth LLC in Cheshire, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Crionna Wealth since 2026 and has over 25 years of experience operating Morris Armstrong EA LLC, a tax resolution and preparation firm. Armstrong’s external tax practice is a notable outside activity that complements his advisory role. Crionna Wealth, founded in 2024, provides fee-based investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm manages custom discretionary portfolios using tactical allocation and fundamental analysis, serving a diverse client base including high-net-worth individuals and offering ERISA 3(38) fiduciary plan services.

Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Wealth management

Kevin R

CFP®, Series 66

Cheshire, CT

Crionna Wealth LLC

Kevin Regan is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Crionna Wealth LLC, where he has worked since 2024, following eight years at Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Regan serves as a board member for Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages custom, discretionary portfolios using a tactical allocation approach and fundamental analysis, offering ERISA 3(38) fiduciary plan services alongside tailored financial planning.

Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Wealth management

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