Kriczky Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,902,532
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
33% 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
12
LowAverage account size
$1,158,544
About
Kriczky Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary asset management, assets-under-advisement services, and financial planning and consulting to individuals, high-net-worth clients, charitable organizations, and small businesses. Like many independent firms, it generally charges percentage-of-assets-under-management fees and offers ongoing portfolio management for individual clients.
The firm’s investment process centers on establishing client goals, time horizons, and risk tolerance and implementing portfolios using fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning techniques; accounts are monitored on a regular basis and clients may impose investment restrictions. Custody and trade execution are handled through recommended custodians with trade aggregation used when appropriate, and the firm does not routinely vote client proxies, instead providing voting guidance when requested.
Noteworthy aspects include a very small client roster relative to its assets under management and a stated account focus that aligns with wealthier clients and bespoke relationships, reflecting a relatively recent launch of advisory operations. The firm’s principal has significant outside employment in engineering and a separate business-consulting activity (both disclosed), and the brochure describes policies and disclosures intended to manage any related conflicts and availability issues.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Tax-loss harvesting
Wealth management
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Demographic focus
HENRY (High Earners, Not Rich Yet)
Approaching retirement
Established Professionals
Fee options
Fixed fees for financial planning, ranging from $0 to $30,000 based on complexity and client needs
$0 - $1,000,000: 1.0% annually $1,000,000.01 - $5,000,000: 0.90% annually $5,000,000.01 - $10,000,000: 0.85% annually $10,000,000.01 - $20,000,000: 0.80% annually $20,000,000.01+: 0.75% annually
$400 per hour for individual consultation services
Account minimum: $1,000,000
Main office location
Kriczky Wealth Management LLC
Downingtown PA, United States
Number of offices
1
Most active in
Kriczky Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Virginia
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:
-
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
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")