{
  "crd_number": 330136,
  "slug": "crionna-wealth-llc-avon-ct-330136",
  "primary_business_name": "CRIONNA WEALTH LLC",
  "legal_name": "CRIONNA WEALTH LLC",
  "dbas": [],
  "city": "Avon",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-08-19",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 65553774.0,
  "raum_discretionary": 65553774.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 20828523.0,
      "count": 45
    },
    "high_net_worth_individuals": {
      "raum": 44725251.0,
      "count": 16
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://crionnawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330136",
  "city_as_filed": "AVON",
  "url": "https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136",
  "display_name": "Crionna Wealth LLC",
  "summary": "Crionna Wealth LLC is a state-registered investment advisory firm in Avon, CT, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Crionna Wealth LLC (CRD 330136): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Crionna Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crionna Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Crionna Wealth LLC located?",
      "a": "Crionna Wealth LLC's principal office is in Avon, CT, according to its Form ADV."
    },
    {
      "q": "Is Crionna Wealth LLC registered with the SEC or a state?",
      "a": "Crionna Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330136."
    },
    {
      "q": "How much does Crionna Wealth LLC manage?",
      "a": "Crionna Wealth LLC reports $65,553,774 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Crionna Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (16)."
    },
    {
      "q": "Does Crionna Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330136"
    },
    {
      "q": "What changed in Crionna Wealth LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $58,519,884 to $65,553,774 (+12%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $58,519,884 to $65,553,774 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 20828523.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 44725251.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330136",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}