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Cri Wealth Advisors, L.L.C. (Bowling Green)


Cri Wealth Advisors, L.L.C. is a large advisory firm based in Bowling Green. It manages $145.58 million of regulatory assets for 1,510 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, Kentucky, and Tennessee.

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Cri Wealth Advisors, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cri Wealth Advisors, L.L.C: assets under management

The assets under management (AUM) of Cri Wealth Advisors, L.L.C. is $145.58 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.34 million in discretionary accounts and $125.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $85.72 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cri Wealth Advisors, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bowling Green

The principal office where Cri Wealth Advisors, L.L.C. performs its advisory services is located at 927 College Street, Bowling Green, KY 42101 The mailing address of the firm is P. O. Box 104, Bowling Green, KY 42102 0104. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (270) 782-0700 or by fax (270) 782-0932. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cricpa.com.


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