Chronos Wealth Management, LLC
Chronos Wealth Management, LLC is an independent investment advisory firm headquartered in Clearwater, Florida. Serving primarily individual investors—including many high net worth clients—Chronos offers tailored financial planning and portfolio management services focused on long-term growth and risk management. The firm manages approximately $247.7 million in assets as of May 2025 and employs a small team of three professionals. Chronos Wealth Management was formed in Delaware and primarily serves U.S.-based clients with a mission to provide comprehensive, personalized wealth solutions.
Investment Strategy
Chronos Wealth Management employs a personalized, client-centric approach that focuses on asset allocation, diversification, and long-term growth. The firm manages portfolios with a bias toward blue-chip equities such as Microsoft, Apple, Google, Amazon, and Eli Lilly, and seeks to balance returns and downside risk through disciplined analysis and active management. Their investment philosophy emphasizes understanding individual goals and risk tolerance, constructing portfolios designed to meet those objectives with consistent monitoring and adjustment. Clients include both standard and high net worth individuals, as well as select pension and corporate accounts.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 8.21% | $16.8M | 21,959 | $157.26 | $763.00 | -$656.1K |
M MSFT | MICROSOFT CORP | 7.95% | $16.2M | 31,297 | $172.66 | $517.95 | +$159.4K |
G GOOG | ALPHABET INC | 7.82% | $15.9M | 65,455 | $71.38 | $243.55 | +$4.0M |
A AAPL | APPLE INC | 7.37% | $15.0M | 59,078 | $75.66 | $254.63 | +$2.8M |
J JPM | JPMORGAN CHASE & CO. | 6.28% | $12.8M | 40,619 | $139.07 | $315.43 | +$871.9K |