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| Chronos Wealth Management LLC
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| |
|---|---|
| CRD # | 299782 |
| SEC # | 801-116711 |
| CIK # | 0001801792 |
| AUM | $210.3 MM (2024-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 727-446-2306 |
| Address | 1432 Court Street Clearwater, FL 33756 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 21.3 | |
| MSFT | 1,918,222.4 | 14.0 | |
| AAPL | 2,382,844.0 | 12.8 | |
| GOOG | 1,482,566.4 | 12.5 | |
| AMZN | 1,092,997.8 | 10.4 | |
| UNH | 477,004.0 | 8.9 | |
| JPM | 340,169.2 | 8.2 | |
| V | 419,260.5 | 8.1 | |
| COST | 207,576.9 | 7.1 | |
| HD | 277,648.0 | 6.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 434 | 105.6 |
| (b) Individuals (high net worth individuals) | 62 | 90.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.3 |
| (n) Other | 24 | 4.5 |
| Total | 527 | 210.3 |
| By Discretionary | ||
| Discretionary | 527 | 210.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 527 | 210.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.3 | |
| Total | 527 | 210.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801792] |
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|---|---|---|
|
New Potomac Partners LLC
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|
MD | 0.2 |
|
Charleston Financial Advisors LLC
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SC | 0.2 |
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Bruce G Allen Investments LLC
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CO | 0.2 |
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Family Wealth Partners LLC
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NC | 0.2 |
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Tyner Capital Management Investment Counsel Inc
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TN | 0.2 |
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Financial Independence LLC
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RI | 0.2 |
|
Finer Wealth Management Inc
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MA | 0.2 |
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Poinciana Advisors Group LLC
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FL | 0.2 |
|
Aragon Capital LLC
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|
FL | 0.2 |
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Spectrum Strategic Capital Management LLC
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OR | 0.2 |