Crockett Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,750,000
Clients
33
Advisors
1
of 1 employees
About
Crockett Wealth Management, Inc. is a small independent advisory firm founded in July 2022 that manages about $8.75 million for roughly 33 clients, serving high‑net‑worth individuals, business owners, retirement plans, and both private foundations and public charities. The firm provides discretionary asset management and comprehensive wealth‑planning services, and also offers nonprofit consulting under 12‑month contracts, and, like many independents, charges percentage‑of‑AUM advisory fees while operating as a solo practitioner.
The firm implements client‑specific strategies using methods such as strategic asset allocation, modern portfolio theory, fundamental and technical analysis, and both tactical and buy‑and‑hold approaches, typically with discretionary trading authority. Wealth‑planning work is collaborative and model‑driven—using wealth‑planning software and Monte Carlo simulations—and accounts are reviewed at least quarterly with monitoring for rebalancing and tax‑loss harvesting opportunities.
What sets the firm apart from many peers is its institutional and nonprofit focus for a practice of this size: it provides pension and ERISA plan services (including limited‑scope 3(21) or 3(38) roles) and targeted nonprofit/planned‑giving consulting for charities and private foundations. The firm’s principal is also a licensed insurance agent (insurance activity is limited to states of licensure) and the brochure discloses that external insurance compensation represents about 10% of his compensation, a conflict the firm says it manages through disclosure and fiduciary procedures.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $2,500,000: 1.00% annually $2,500,000.01 - $5,000,000: 0.90% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.65% annually
Insurance product sales commissions paid to the firm's licensed insurance agents (approximately 10% of a principal's compensation from insurance commissions)
Wealth Planning and Non-profit consulting services at $150 per hour, billed in 15-minute increments
Account minimum: $250,000 Fee-only: Wealth Planning services at $150 per hour, billed in 15-minute increments; Non-profit consulting services at $150 per hour, fixed rate, billed monthly in arrears
Main office
Sandy UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Crockett Wealth Management · Crockett Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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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