Thunderbird Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,286,797
Clients
155
Advisors
2
across 2 offices
About
Thunderbird Wealth Management, Inc. is a small advisory firm serving individuals, high‑net‑worth clients, trusts, estates, and select institutional accounts, offering discretionary investment management and written financial planning. The firm manages client portfolios and implements investment recommendations on an ongoing basis while providing periodic reviews and reporting.
The firm employs a top‑down, tactical asset allocation process that combines fundamental and technical analysis and favors ETFs with selective individual equity exposure; it also uses a third‑party risk‑profiling tool (Nitrogen/Riskalyze) to quantify client risk tolerance. Thunderbird may recommend alternative investments (including private funds) when appropriate and will rebalance or adjust portfolios as needed; it also discloses that it may recommend borrowing in client accounts for certain non‑investment financing needs.
Notably, Thunderbird sponsors and manages its own wrap fee program, a structure that is relatively uncommon among peers and means the firm administers a bundled brokerage/management option for participating accounts. As a two‑advisor firm managing roughly $60.8 million in client assets, it combines that wrap sponsorship with access to alternative strategies and a legacy‑position policy, a combination less frequently seen among similarly sized supported advisers.
Client services
Expertise
Fee options
$0 - .: Negotiable, up to a maximum of 1.00% annually
Account minimum: $250,000 Fee-only: Investment management fees based on a percentage of assets under management, up to 1.00% annually, prorated and billed quarterly in advance.
Main office
See officeBuckeye AZ
Advisors at this office
1
Most active in
Arizona · Arkansas · Missouri · Texas
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
Justin K
Series 63, Series 66
Peoria, AZ
Thunderbird Wealth Management, Inc.
Justin Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. in Peoria, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Securities America, Inc., PFG Advisors, and LPL Financial, LLC. Outside of his advisory duties, he is involved in sales of personal protection and security services through Countrywide Security. Thunderbird Wealth Management, Inc. serves individuals, high-net-worth clients, trusts, estates, and select institutional accounts, providing discretionary investment management and written financial planning. The firm uses a top-down, tactical asset allocation approach focusing on ETFs and selective equities, employs a third-party risk-profiling tool, and offers alternative investments and portfolio rebalancing; it also sponsors its own wrap fee program, combining bundled brokerage and management services.
Phillip K
Series 63, Series 66
Buckeye, AZ
Thunderbird Wealth Management, Inc.
Phillip Krznarich is a financial advisor at Thunderbird Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Securities America Inc. He serves as a board member of the Chino Valley Education Foundation, a nonprofit organization. Thunderbird Wealth Management provides discretionary investment management and integrated financial planning to individuals, trusts, estates, institutions, and employer-sponsored retirement plans. The firm employs a top-down, tactical investment approach and offers both a proprietary wrap fee program and an automated investment option through Schwab’s Institutional Intelligent Portfolios platform.
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