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KRICZKY WEALTH MANAGEMENT LLC
KRICZKY WEALTH MANAGEMENT LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
KRICZKY WEALTH MANAGEMENT LLC is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Cleveland
Corporate office
Cleveland, OH, United States
Sector focus
Frequently asked questions
Who runs investment decisions at KRICZKY WEALTH MANAGEMENT LLC?
The firm has not publicly named its CEO, CIO, or any managing principals. Leadership remains undisclosed in SEC filings and public records.
Which asset classes does KRICZKY WEALTH MANAGEMENT LLC typically use?
Standard asset allocation includes public equities, fixed income, and alternatives such as private credit or real estate. The firm does not disclose specific sector tilts or stage preferences.
What is KRICZKY WEALTH MANAGEMENT LLC's geographic footprint?
The firm operates from a single Cleveland office and serves clients primarily in the Midwest. There are no announced plans for expansion or satellite offices.
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