Overview
Assets Under Management: $383 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Frequently Asked Questions
CROWLEY WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112368), CROWLEY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CROWLEY WEALTH MANAGEMENT, INC. is headquartered in WILMINGTON, DE.
CROWLEY WEALTH MANAGEMENT, INC. serves 108 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, CROWLEY WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CROWLEY WEALTH MANAGEMENT, INC. manages $383 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, CROWLEY WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,023
Discretionary Accounts: 1,023
Regulatory Filings
CRD Number: 112368
Filing ID: 1941881
Last Filing Date: 2025-03-27 11:45:00
Website: https://crowleywealthmanagement.com