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Sterling C
Series 66, Series 65
Sandy, UT
Crockett Wealth Management, Inc.
Sterling Crockett is the principal of Crockett Wealth Management, Inc., an independent advisory firm based in Sandy, Utah. He holds Series 65 and Series 66 licenses and has 16 years of industry experience. Prior to founding his firm in 2022, he worked with Ameriprise, Packerland Brokerage Services, and the Elizabeth Smart Foundation. Crockett is also a licensed insurance agent and engages in the sale and service of insurance products. Crockett Wealth Management, Inc. manages approximately $8.75 million for around 33 clients, serving high-net-worth individuals, business owners, retirement plans, and both private foundations and public charities. The firm offers discretionary asset management, comprehensive wealth-planning, and nonprofit consulting, focusing on institutional and nonprofit clients with strategies that include strategic asset allocation, fundamental and technical analysis, and use of wealth-planning software with Monte Carlo simulations.
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