Crockett Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,988,183
Clients
30
Advisors
1
of 1 employees
About
Crockett Wealth Management serves high‑net‑worth individuals, business owners, and institutional clients including private foundations and public charities. The firm provides discretionary investment management, comprehensive wealth planning, nonprofit consulting, and retirement-plan advisory services for qualified plans.
The firm delivers customized portfolios through continuous client contact and discretionary authority, using a mix of approaches such as modern portfolio theory, strategic and tactical asset allocation, and scenario modeling via financial‑planning software. It presents written financial-planning recommendations, implements agreed strategies, and conducts periodic (typically quarterly) account reviews to monitor performance and suitability.
Distinctive features include a focus on nonprofit clients and planned‑giving work delivered under fixed‑term nonprofit consulting agreements, and formal ERISA plan services where the firm can act as a 3(21) or 3(38) advisor for pension, 401(k), and other retirement plans. The firm’s principal is also a licensed insurance agent and receives external compensation for insurance sales (disclosed in the brochure and limited to states where licensed); the firm documents this potential conflict and describes procedural and fiduciary safeguards to address it.
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
Investment Advisor Representatives receive commissions from sales of investment related products such as insurance
Wealth Planning services and Non-profit consulting services charged at $150 per hour
Account minimum: $250,000 Fee-only: Wealth Planning services charged at $150 per hour; Non-profit consulting services charged at $150 per hour on 12-month contract basis; ERISA Plan services charged up to 1% annually, negotiable
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
Quick links
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