Wealth Innovation

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Client assets under management

$12,705,777

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$907,556

About

Wealth Innovation provides discretionary investment management and related investment advice to individual clients, with its client base concentrated in high‑net‑worth individuals rather than non‑HNW retail clients. The firm operates on a fee‑only basis and does not offer separate paid financial planning services.

The firm develops individualized investment policies and implements portfolios using a mix of methods, including fundamental, technical, cyclical, charting, tactical approaches, and Modern Portfolio Theory, along with ETF manager and holdings analysis. Accounts are managed on a discretionary basis with an emphasis on long‑term holdings while allowing short‑term trades as warranted, and reviews are conducted regularly.

Wealth Innovation is a small, recently formed adviser managing approximately $12.7 million for a limited number of client relationships, a scale and client mix that differ from many peers in its category. Its principal also operates an independent expert‑witness and consulting practice focused on fiduciary governance and complex financial disputes; the firm discloses this outside activity and states there is no shared client work or referrals.

Client services

Portfolio management

Expertise

Active portfolio management General retirement planning

Fee options

Percentage

0% to 1.00% annually depending on client circumstances

Commissions

Commission-based compensation offered only for licensed insurance products, less than 1% of time, possible conflict of interest disclosed

Other

Account minimum: $100,000 Fee-only: Fee-only firm, compensated solely by advisory fees from clients

Most active in

California · Louisiana

Disclosures

Business activities & affiliations

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.

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 805.886.6126

Advisors at this firm

Jon Eric K

Series 66

San Luis Obispo, CA

Wealth Innovation

Jon Eric Kronvall is a financial advisor at Wealth Innovation with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including OneDigital Investment Advisors, Triad Advisors, and Wells Fargo in various capacities. Kronvall is also the owner and consultant of Esoteric Advisors, which provides expert witness consulting unrelated to investment advisory. Wealth Innovation is an independent, fee-only registered investment adviser serving primarily high-net-worth individuals. The firm offers personalized investment advisory, management, and financial planning services, employing a combination of fundamental, technical, tactical, and Modern Portfolio Theory approaches to manage discretionary portfolios.

Active portfolio management General retirement planning

Karolina G

Series 65

Austin, TX

Wealth Innovation

Karolina Golabek is a Series 65-licensed advisor at Wealth Innovation in Austin, TX, with experience in administrative and operational support roles across legal and solar industries. Her prior work includes positions at HelioVolta, Esoteric Advisors, SKY Facial Plastic Surgery, and other firms. She operates a sole proprietorship providing scheduling and administrative services to multiple unaffiliated companies. Wealth Innovation is an independent, fee-only registered investment adviser serving primarily high-net-worth individuals. The firm manages discretionary portfolios using a blend of fundamental, technical, tactical rebalancing, and Modern Portfolio Theory approaches across various securities.

Active portfolio management General retirement planning

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