Wealth Manager
    SEC Registered

    Crowley Wealth Management, Inc.

    Registered investment advisor · Wilmington, Delaware · CRD #112368

    Assets Under Management
    $383M
    Client Accounts
    1,023
    Employees
    6
    CRD Number
    112368
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Crowley Wealth Management, Inc.

    Crowley Wealth Management specializes in financial planning, investment management, tax planning, and estate planning, with over 38 years of experience. They offer investment management and financial planning services, charging a pre-paid quarterly fee for investment management.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Crowley Wealth Management, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Crowley Wealth Management, Inc.'s AUM?

    Crowley Wealth Management, Inc. reports approximately $383M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Crowley Wealth Management, Inc. headquartered?

    Crowley Wealth Management, Inc. is headquartered in Wilmington, Delaware.

    What is Crowley Wealth Management, Inc.'s CRD number?

    Crowley Wealth Management, Inc.'s CRD number is 112368. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Crowley Wealth Management, Inc. manage?

    Crowley Wealth Management, Inc. manages approximately 1,023 client accounts according to its latest SEC filing.

    Is Crowley Wealth Management, Inc. SEC registered?

    Yes, Crowley Wealth Management, Inc. is registered with the SEC as an investment adviser.

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