# Crockett Wealth Management

Crockett Wealth Management is a RIA based in Vancouver, Canada.

## Overview

- **Organization type:** RIA
- **Headquarters:** Vancouver, Canada
- **Region:** North America
- **Address:** Vancouver, British Columbia, Canada
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/crockett-wealth-management-inc

## Regulatory record

- **CRD number:** 322684
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322684

## About

Private Wealth Management | At Crockett Wealth Management, Inc., we specialize in creating peace of mind for high-net-worth individuals, business owners, high-income earners, private foundations and public charities. We do this through customized holistic strategies to manage, grow, and protect wealth. This includes tax-efficient investment strategies, legacy planning, business succession, charitable giving and endowment management.

## Sectors

- Real Estate
- Infrastructure
- Private Credit
- Energy Transition & Renewables

## People

- John Crockett — Founder & CEO

## Questions

### Who runs investment decisions at Crockett Wealth Management?

John Crockett, the founder, serves as CEO and is the only publicly named principal. Investment decisions are made by him, with input from external advisors. No other investment professionals are disclosed.

### How does Crockett Wealth Management source proprietary deal flow?

The firm leverages its operating businesses in timber and real estate to source direct investments. It also maintains relationships with Canadian institutional partners for co-investments. Specific sourcing arrangements are not publicly detailed.

## Related profiles

- [Para Wealth Advisors](https://altss.com/profile/para-wealth-advisors-inc)
- [Citizen Mint Advisors LLC](https://altss.com/profile/citizen-mint-advisors-llc)

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Last updated: 2026-07-06T01:24:14.882Z

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