C
Crone Wealth Management, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
80
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$0
About
Crone Wealth Management provides investment advisory and portfolio management services primarily to high‑net‑worth individuals and retirement plans, including defined benefit plans and participant‑directed defined contribution plans. The firm offers these services through the SEI Asset Allocation Program—allocating client assets among SEI mutual funds and Private Client Models—and also provides non‑securities advice on estate planning, insurance and annuities.
The firm’s investment process begins with a risk‑tolerance assessment and selection of an appropriate SEI model allocation, with periodic automatic rebalancing of fund allocations according to model tolerances. Accounts are managed on a non‑discretionary basis, clients retain control over investment decisions and may impose restrictions, and the firm does not accept custody of client assets or vote client proxies.
What is distinctive about the firm is its pension consulting capability and prior pension‑plan consulting experience, a service offering that is relatively uncommon among independent advisers. The firm also emphasizes serving HNW and retirement‑plan clients rather than broader non‑HNW retail clients, maintains a typical account guideline of $150,000, and currently advises approximately $48.6 million on a non‑discretionary basis.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Account minimum: $150,000
Main office location
Crone Wealth Management, PLLC
Scottsdale AZ, United States
Number of offices
2
Most active in
Crone Wealth Management, PLLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Idaho
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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