Kriczky Wealth Management LLC

The firm provides investment advisory services primarily to individuals, high‑net‑worth clients, charitable organizations and small businesses, and maintains a very small client roster relative to its assets under management. Services include discretionary asset management, assets‑under‑advisement relationships and comprehensive financial planning delivered either as fixed-fee full plans or as hourly consultations.

The advisor implements portfolios using a blend of fundamental analysis, Modern Portfolio Theory and Monte Carlo planning, and monitors accounts at least quarterly; cash is treated as an asset class and the manager uses a range of traditional and less liquid vehicles (for example, interval funds, REITs, MLPs and private placements) when appropriate. Client accounts are managed on a discretionary basis with client‑imposed restrictions allowed, and the firm typically recommends an independent custodian while acknowledging receipt of research or other custodial benefits.

Compared with many independent, solo‑advisor shops, the firm’s client base is unusually small relative to AUM, signaling a focus on fewer, larger relationships and on owners or business‑related planning (the principal holds advanced exit‑planning and financial planning credentials). The firm also discloses a modest outside business of business consulting that may be offered separately to clients, and it does not routinely vote client proxies — clients receive proxies directly from their custodians or may request voting recommendations.