Crockett Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,625,753
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
30
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$220,858
About
Crockett Wealth Management serves a mix of high-net-worth individuals, highly compensated employees, business owners, and nonprofit entities including private foundations and public charities. The firm provides customized, discretionary investment management alongside wealth planning, nonprofit consulting under annual contracts, and retirement-plan advisory services.
The firm implements personalized portfolios using methods such as strategic asset allocation, modern portfolio theory, and a mix of fundamental and technical analysis, and it integrates financial planning tools and Monte Carlo modeling into its planning process. For employer-sponsored retirement plans the firm can act as a limited-scope ERISA fiduciary (including 3(21) or 3(38) roles), assisting with investment policy statements, fund monitoring, participant education and written reporting.
Notable for a solo, independent adviser with roughly $6.6 million in assets and about 30 clients, the firm’s practice includes institutional-level services and pension consulting as well as nonprofit-focused work—services that are relatively uncommon among similarly sized independent firms. The firm’s principal is also a licensed insurance agent and allocates a portion of time to insurance activities, a relationship the firm discloses as a potential conflict of interest and mitigates through disclosure and fiduciary procedures.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Business succession planning
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $5,000,000: 0.90% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.65% annually
Investment Advisor Representatives receive commissions from sales of investment-related products such as insurance.
Wealth Planning services charged at $150 per hour; Non-Profit Consulting services charged at $150 per hour.
Account minimum: $250,000 Fee-only: Wealth Planning $150 per hour; Non-Profit Consulting $150 per hour; ERISA Plan Services up to 1% annually, negotiable
Main office location
Crockett Wealth Management, Inc.
Sandy UT, United States
Number of offices
1
Most active in
Crockett Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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