Crowley Wealth Management, Inc.
Crowley Wealth Management, Inc. is a registered investment adviser based in Providence, Rhode Island, serving individual and retail investors with comprehensive investment advisory and financial planning services. The firm focuses on constructing and managing personalized investment portfolios tailored to each client's financial goals, risk tolerance, and changing life circumstances. Clients benefit from continuous portfolio monitoring and regular rebalancing, as well as ongoing consultation. Crowley Wealth Management was founded in 1996 and has a small professional team dedicated to client-centric advisory services.
Investment Strategy
Crowley Wealth Management seeks to understand each client's current financial situation, goals, and risk tolerance before recommending and managing a portfolio of investments. The firm emphasizes individualized financial planning aligned with client objectives. Portfolios may include mutual funds, index funds, exchange-traded funds, and variable annuities, with a focus on diversification and long-term growth. Portfolios are continuously monitored and regularly rebalanced to address clients' evolving needs, and clients receive ongoing advisory consultations as part of their service. The firm is fee-based, charging a percentage of assets under management, incentivizing a long-term partnership with clients.
Top Holdings
Equity Positions (396)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 10.36% | $13.0M | 51,146 | $250.61 | $254.63 | +$3.0M |
T TSLA | TESLA INC | 5.67% | $7.1M | 16,041 | $401.94 | $444.72 | +$2.0M |
Q QLD | PROSHARES ULTRA QQQ ETF | 4.90% | $6.2M | 44,870 | $109.09 | $137.20 | +$1.0M |
A ABBV | ABBVIE INC | 4.67% | $5.9M | 25,371 | $177.94 | $231.54 | +$1.2M |
L LOW | LOWES COS INC | 4.49% | $5.6M | 22,445 | $246.80 | $251.31 | +$647.9K |