# Crockett Wealth Management, Inc.

> Crockett Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 322684
- Filed as: CROCKETT WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322684
- AdvisorCensus page: https://advisorcensus.com/firm/crockett-wealth-management-inc-322684

## Quick answers

**How is Crockett Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Crockett Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Crockett Wealth Management, Inc. registered with the SEC or a state?**
Crockett Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322684.

**How much does Crockett Wealth Management, Inc. manage?**
Crockett Wealth Management, Inc. reports $7,000,000 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does Crockett Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (3); charitable organizations (2).

**Does Crockett Wealth Management, Inc. 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/322684

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,000,000
- Discretionary: $7,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $2,133,474 |
| High net worth individuals | 3 | $4,854,709 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $11,817 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crockettwealth.com
- LinkedIn @crockett-wealth-management-inc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crockett Wealth Management, Inc. (CRD 322684): Form ADV filing data as of October 2026.