Crionna Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crionna Wealth serves individuals—including high‑net‑worth clients—along with trusts, estates, charitable organizations and business entities, providing discretionary asset management, financial planning, and retirement‑plan advisory services. The firm manages roughly $65.6 million in discretionary assets across two advisors and about 61 client relationships.
The firm’s investment program is discretionary and typically uses fundamental analysis to construct customized portfolios that may include mutual funds, ETFs, separately managed accounts, alternatives and options, and it may engage third‑party sub‑advisors to implement portions of client mandates. Accounts are reviewed at least quarterly and Crionna offers plan‑level fiduciary services for retirement plans, including both limited 3(21) advice and full 3(38) investment‑manager authority.
Compared with many peers of similar size, Crionna is notable for its broad use of third‑party platforms and sub‑advisors—disclosing relationships with providers such as AssetMark, SEI and Parametrics—and for explicitly reserving the ability to delegate discretionary authority to other advisors. The firm also discloses an outside business activity by its principal and the sale of insurance products, and documents procedures to manage those conflicts while relying on multiple custodians to deliver client reporting.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $3,000,000: 0.90% $3,000,000.01 - $5,000,000: 0.80% $5,000,000.01+: 0.50%
$400 per hour
Main office
See office30 Tower Lane, Suite 200
Cheshire CT 06001
Advisors at this office
1
Offices (2)
Most active in
Connecticut · Florida
Also doing business as
Crionna Financial · Crionna Financial LLC · Crionna Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Morris A
ChFC®, Series 63, Series 65
Cheshire, CT
Crionna Wealth LLC
Morris Armstrong is an advisor at Crionna Wealth LLC with the ChFC® designation and Series 63 and 65 licenses. He has been with Crionna Wealth since 2026 and has 25 years of experience as the owner of Morris Armstrong EA LLC, a tax resolution and preparation firm. Crionna Wealth serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm manages approximately $65.6 million in discretionary assets and utilizes a discretionary investment approach that often incorporates third-party sub-advisors and fundamental analysis to construct customized portfolios.
Kevin R
CFP®, Series 66
Cheshire, CT
Crionna Wealth LLC
Kevin Regan is a CFP® with 11 years of industry experience, currently serving as an advisor at Crionna Wealth LLC since 2024. Prior to joining Crionna Wealth, he worked at Kestra Advisory and Kestra Investment Services, LLC for eight years and at MSI Financial Services, Inc. for one year. He is a board member of the Connecticut Sports Management Group, a nonprofit organization. Crionna Wealth serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a discretionary investment approach with fundamental analysis to construct customized portfolios, often engaging third-party sub-advisors and providing plan-level fiduciary services.
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