CROWLEY WEALTH MANAGEMENT, INC.

3201-B Millcreek Road
Wilmington, Delaware 19808
Tel: 302-994-4700

About CROWLEY WEALTH MANAGEMENT, INC.

CROWLEY WEALTH MANAGEMENT, INC, formally registered with the SEC as CROWLEY WEALTH MANAGEMENT, INC. The firm was established in 04/20/1987. They have over 1 offices throughout the country.

CROWLEY WEALTH MANAGEMENT, INC. is a Wilmington, Delaware based Financial Planning firm with nearly $350,375,743 assets under management, offering retirement planning & investment advisory services to 997 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112368
SEC#	801-29207
Assets Managed by Firm	$350,375,743
No. of Clients	997
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	997	$350,375,743
Individuals (other than high net worth individuals)	190	$101,577,402
High net worth individuals	99	$248,798,341

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