A complete list of active advisors currently associated with Kriczky Wealth Management LLC

Warmer can help you find a great advisor at Kriczky Wealth Management LLC or one who fits your needs even better.

Kriczky Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary asset management, assets-under-advisement services, and financial planning and consulting to individuals, high-net-worth clients, charitable organizations, and small businesses. Like many independent firms, it generally charges percentage-of-assets-under-management fees and offers ongoing portfolio management for individual clients. The firm’s investment process centers on establishing client goals, time horizons, and risk tolerance and implementing portfolios using fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning techniques; accounts are monitored on a regular basis and clients may impose investment restrictions. Custody and trade execution are handled through recommended custodians with trade aggregation used when appropriate, and the firm does not routinely vote client proxies, instead providing voting guidance when requested. Noteworthy aspects include a very small client roster relative to its assets under management and a stated account focus that aligns with wealthier clients and bespoke relationships, reflecting a relatively recent launch of advisory operations. The firm’s principal has significant outside employment in engineering and a separate business-consulting activity (both disclosed), and the brochure describes policies and disclosures intended to manage any related conflicts and availability issues.

To learn more about the advisors currently working at Kriczky Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.