# Crionna Wealth LLC

> 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.

- CRD: 330136
- Filed as: CRIONNA WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Avon, CT
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330136
- AdvisorCensus page: https://advisorcensus.com/firm/crionna-wealth-llc-avon-ct-330136

## Quick answers

**How is Crionna Wealth LLC compensated?**
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.

**Where is Crionna Wealth LLC located?**
Crionna Wealth LLC's principal office is in Avon, CT, according to its Form ADV.

**Is Crionna Wealth LLC registered with the SEC or a state?**
Crionna Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330136.

**How much does Crionna Wealth LLC manage?**
Crionna Wealth LLC reports $65,553,774 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**What types of clients does Crionna Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (16).

**Does Crionna Wealth LLC report any disciplinary disclosures?**
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

**What changed in Crionna Wealth LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $58,519,884 to $65,553,774 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $65,553,774
- Discretionary: $65,553,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $20,828,523 |
| High net worth individuals | 16 | $44,725,251 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crionnawealth.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $58,519,884 to $65,553,774 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crionna Wealth LLC (CRD 330136): Form ADV filing data as of October 2026.