Identity
Registration
Item 1 and registration status.
- Registration type
- Registered
- SEC registration status
- APPROVED
- Registered since
- 2021-04-20
- SEC file number
- 801-120809
- Form version
- 10/2021
- Latest Form ADV filing
- 2026-03-23
- Phone
- 603-617-2323
Kronos Wealth Management
1 registered advisors · 0 reported ETFs · $0 reported ETF value · $27.1M regulatory AUM
Kronos Wealth Management is an investment adviser that files Form ADV with the SEC, with 1 registered advisors, reporting $27.1M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.
Last updated 2026-03-23 (latest Form ADV filing)
Scale
How this firm compares
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
- Regulatory AUM$27.1MLowTop 98%
- Clients per advisor60ModerateTop 48%
- Average AUM per client$451.5KLowTop 91%
- High-net-worth share of clients10.0%LowTop 54%
What the firm filed with the SEC
Form ADV facts as filed, most recently 2026-03-23. Figures are the firm's own reported numbers.
Size
People and clients
Items 5.A through 5.D.
- Employees
- 1
- Registered advisors
- 1
- Offices
- 1
- Clients
- 60
- Clients per advisor
- 60
- High-net-worth share of clients
- 10.0%
Assets
Assets under management
Item 5.F and custody.
- Regulatory AUM
- $27,087,812
- Discretionary AUM
- $27,087,812
- Non-discretionary AUM
- $0
- Total accounts
- 140
- Average AUM per client
- $451,464
Clients
Who the firm serves
Item 5.D, by reported assets.
- High net worth individuals6 clients$14.3M
- Individuals (non-HNW)54 clients$12.8M
Practice
How the firm operates
Items 4 through 9.
- Services
- Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients; Pension Consulting Services
- Fee types
- Compensation: Percentage of Assets Under Management; Compensation: Hourly Charges; Compensation: Fixed Fees (Other Than Subscription); Compensation: Other
Source: SEC Form ADV filed by CRD 281729. View the official SEC IAPD record
Reported ETF investments
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|
Registered advisors
Offices
| Address | City | State | Advisors |
|---|---|---|---|
| Delmar, NY | Delmar | NY | 1 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.