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CROCKETT WEALTH MANAGEMENT, INC.

CRD 322684

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$7.0M

Discretionary AUM

$7.0M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals27$2.1M
High net worth individuals3$4.9M
Charitable organizations2$12K

All web addresses on file

Official SEC filing: View on IAPD