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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

CROWLEY WEALTH MANAGEMENT, INC.

CRD 112368

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7a30e3c-89e7-ca12-bbfe-3a5b9787418c

Data as of Mar 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Mar 27, 2012 to Mar 27, 2025
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $383MItem 5.F on the latest filing (2025-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $383M
Private client RAUM: $383MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,023
Individual clients: 226
High net worth clients: 108
SEC number: 801-29207
CRD: 112368
Filings on the tape: 16
First filed: Mar 27, 2012
Latest filed: Mar 27, 2025
Organised: Corporation, DE
Website: crowleywealthmanagement.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CROWLEY, FREDERICK, JOHN	President	D	yes	11/1986	Mar 27, 2012	Mar 27, 2024
CROWLEY, ROBERT, ALFANSO	VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	11/1986	Mar 27, 2012	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THE CROWLEY LAW FIRM, LLC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 27, 2025	$383M	$383M	6	4	0	n/a	n/a
2023	Mar 27, 2024	$350M	$350M	5	4	0	n/a	n/a
2022	Mar 22, 2023	$320M	$320M	4	4	0	n/a	n/a
2021	Mar 23, 2022	$339M	$339M	4	4	0	n/a	n/a
2020	Mar 24, 2021	$309M	$309M	5	4	0	n/a	n/a
2019	Mar 20, 2020	$283M	$283M	5	4	0	n/a	n/a
2018	Mar 27, 2019	$245M	$245M	6	4	1	n/a	n/a
2017	Mar 28, 2018	$248M	$248M	4	2	1	n/a	n/a
2016	Mar 24, 2017	$221M	$221M	2	2	n/a	n/a	n/a
2015	Mar 23, 2016	$205M	$205M	2	2	n/a	n/a	n/a
2014	Mar 26, 2015	$190M	$190M	2	2	n/a	n/a	n/a
2013	Mar 26, 2014	$159M	$159M	2	2	n/a	n/a	n/a
2012	Mar 21, 2013	$128M	$127M	3	2	n/a	n/a	n/a
2011	Mar 27, 2012	$108M	$107M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$383M	$350M	9.4%	$339M	4.1%	6	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTHCARE ADVISORY PARTNERS LLC	2	Dec 31, 2025	Oct 29, 2025	WILMINGTON, DE	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (2)

← FREDERICK JOHN CROWLEYAdvisorregistration: previous registration
Jan 1, 1989 to Dec 31, 2025factForm ADV
← ROBERT ALFANSO CROWLEYAdvisorregistration: previous registration
Jan 1, 1989 to Dec 31, 2025factForm ADV

Moved with (1)

→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Oct 29, 2025factForm ADV

Controls (2)

← CROWLEY, FREDERICK, JOHNOwnerPRESIDENT, ownership code D, individual
Mar 27, 2012 to Mar 27, 2024factForm ADV
← CROWLEY, ROBERT, ALFANSOOwnerVICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 27, 2012 to Mar 27, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Team lift-out
2 advisors left Crowley Wealth Management, Inc. (Wilmington, DE) for Wealthcare Advisory Partners LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Frederick John Crowley left Crowley Wealth Management, Inc. for Wealthcare Advisory Partners Llc (registered 2025-10-29)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Robert Alfanso Crowley left Crowley Wealth Management, Inc. for Wealthcare Advisory Partners Llc (registered 2025-10-29)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Crowley Wealth Management, Inc. no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $383.4M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7a30e3c-89e7-ca12-bbfe-3a5b9787418c
First observed: Mar 27, 2012
Last observed: Mar 27, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CROWLEY WEALTH MANAGEMENT, INC.

CRD 112368

WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7a30e3c-89e7-ca12-bbfe-3a5b9787418c

Data as of Mar 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:49 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CROWLEY, FREDERICK, JOHN

President

yes

11/1986

Mar 27, 2012

Mar 27, 2024

CROWLEY, ROBERT, ALFANSO

VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

11/1986

Mar 27, 2012

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THE CROWLEY LAW FIRM, LLC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 27, 2025

$383M

n/a

2023

Mar 27, 2024

$350M

n/a

2022

Mar 22, 2023

$320M

n/a

2021

Mar 23, 2022

$339M

n/a

2020

Mar 24, 2021

$309M

n/a

2019

Mar 20, 2020

$283M

n/a

2018

Mar 27, 2019

$245M

n/a

2017

Mar 28, 2018

$248M

n/a

2016

Mar 24, 2017

$221M

n/a

2015

Mar 23, 2016

$205M

n/a

2014

Mar 26, 2015

$190M

n/a

2013

Mar 26, 2014

$159M

n/a

2012

Mar 21, 2013

$128M

$127M

n/a

2011

Mar 27, 2012

$108M

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$383M

$350M

9.4%

$339M

4.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTHCARE ADVISORY PARTNERS LLC

Dec 31, 2025

Oct 29, 2025

WILMINGTON, DE

Team lift out

RIA to RIA

100.0%