Wealth Innovation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Innovation provides investment advisory and portfolio management to individual clients, with a stated focus on high net‑worth individuals. The firm is fee‑only and manages approximately $12.7 million in discretionary assets for a small client base (14 clients), generally accepting accounts with a $100,000 minimum.
The firm constructs tailored investment plans and implements them on a discretionary basis, using a mix of fundamental and technical analysis, modern‑portfolio theory, tactical adjustments, and ETF evaluation; portfolios may include stocks, bonds, mutual funds, and ETFs and employ both long‑ and short‑term positions. Accounts are reviewed on a quarterly basis and the adviser works with clients to set allocation targets and impose reasonable client restrictions when requested.
What distinguishes this firm from many peers is its boutique scale and governance structure: advisory oversight is concentrated in a single principal while the firm maintains a small number of client relationships and AUM compared with many supported firms. The principal also operates an independent expert‑witness and consulting business focused on fiduciary governance and complex financial disputes; that business is disclosed as separate and not cross‑marketed to Wealth Innovation’s clients.
Client services
Expertise
Fee options
0% to 1.00% annually, depending on client circumstances
Account minimum: $100,000 (may be reduced or waived on a case-by-case basis) Fee-only: Firm is fee-only, receiving compensation solely from clients
Main office
See officeLa Selva CA
Advisors at this office
1
Most active in
California · Louisiana
Also doing business as
Select Investment Services · Shelter Island Asset Management · Wealth Innovation · Wealth Innovation LLC
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
Advisors at this firm
Jon Eric K
Series 66
La Selva, CA
Wealth Innovation
Jon Eric Kronvall is a financial advisor at Wealth Innovation with over 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and OneDigital Investment Advisors. In addition to his advisory role, he owns and consults for Esoteric Advisors, providing expert witness services unrelated to investment management. Wealth Innovation offers investment advisory and portfolio management services primarily to high net-worth individuals. The firm employs a discretionary approach with a mix of fundamental and technical analysis, managing approximately $12.7 million in assets across a small client base.
Karolina G
Series 65
Austin, TX
Wealth Innovation
Karolina Golabek is a financial advisor with Wealth Innovation in Austin, TX, holding a Series 65 designation and one year of industry experience. Her background includes roles at HelioVolta, Esoteric Advisors, and SKY Facial Plastic Surgery. Outside of investment advising, she operates as a sole proprietor providing administrative and operational support services to various companies in the legal and solar sectors. Wealth Innovation offers investment advisory and portfolio management services primarily to high net-worth individuals. The firm utilizes fundamental and technical analysis, modern-portfolio theory, and tactical adjustments to construct tailored, discretionary investment plans for a small client base.
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