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Kronos Wealth Management

SEC-registered investment adviserCRD 281729

Filed as KRONOS WEALTH MANAGEMENT · Legal name Kronos Wealth Management, LLC

Kronos Wealth Management is an SEC-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

5 years
registered since 2021
$27,087,812
assets under management
4 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Kronos Wealth Management compensated?

On its Form ADV (Item 5.E, October 2026), Kronos Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

How much does Kronos Wealth Management charge?

Its Form ADV Part 2A brochure dated March 23, 2026 states: Subscription: $25 to $500 a month (Comprehensive Financial Planning); Hourly rate: $250 an hour (Financial Planning Hourly Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Is Kronos Wealth Management registered with the SEC or a state?

Kronos Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 281729.

How much does Kronos Wealth Management manage?

Kronos Wealth Management reports $27,087,812 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

How have Kronos Wealth Management's assets and staff changed since 2021?

In the Form ADV data for Kronos Wealth Management: Regulatory assets under management: $27,173,230 in the October 2021 data and $27,087,812 in the October 2026 data, unchanged. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Kronos Wealth Management serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (6).

Which custodians does Kronos Wealth Management use?

Kronos Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Kronos Wealth Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281729

Does Kronos Wealth Management state an account minimum?

Its Form ADV Part 2A brochure dated March 23, 2026 says: "We do not have a minimum account size requirement."

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: None

The brochure's wording
We do not have a minimum account size requirement.

Subscription: $25 to $500 a month (Comprehensive Financial Planning)

The brochure's wording
Comprehensive Financial Planning consists of an ongoing fee that is paid monthly or quarterly, in advance, at the rate of $25.00 to $500.00 per month or $100.00 to $1,500.00 per quarter.

Hourly rate: $250 an hour (Financial Planning Hourly Fee)

The brochure's wording
Financial Planning fee is an hourly rate is $250.00 per hour, depending on complexity.

As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$27,087,812

$27,087,812 as of October 2026, filing dated March 23, 2026.

Discretionary: $27,087,812.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 54 Assets $12,792,067 (47%)
High net worth individuals
Clients 6 Assets $14,295,745 (53%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

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

Registration and firm details

Items 1, 2, 5
Legal name
Kronos Wealth Management, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
3 states or jurisdictions
MENYTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$27.2M 2021 $25.8M 2022 $25.9M 2023 $26.3M 2024 $27M 2025 $27.1M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$27,087,8121March 23, 2026
October 2025$27,027,5331March 3, 2025
October 2024$26,253,5321May 28, 2024
October 2023$25,869,3971September 29, 2023
October 2022$25,808,7851March 17, 2022
October 2021$27,173,2301May 27, 2021

Regulatory assets under management: $27,173,230 in the October 2021 data and $27,087,812 in the October 2026 data, unchanged.

Total employees: 1 in October 2021 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Kronos Wealth Management (CRD 281729): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/kronos-wealth-management-281729