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Tevya E. Ware Betzold

CRD#: 7883662
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TW
Tevya Elizabeth Ware Betzold

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tevya Elizabeth Ware Betzold, who also goes by Tevya Elizabeth Ware, Tevya Ware, Tevya Zinn, was a registered financial professional .

Tevya is a previously registered financial professional and started their career in finance in 2024. Tevya had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tevya Elizabeth Ware | Tevya Ware | Tevya Zinn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 7, 2024 - September 3, 2025

CROCKETT WEALTH MANAGEMENT, INC.

RIA
CRD#: 322684
Cedar City, UT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/27/2024
Uniform Investment Adviser Law Examination

Current Firm


CW
CROCKETT WEALTH MANAGEMENT, INC.
CROCKETT WEALTH MANAGEMENT | CROCKETT WEALTH MANAGEMENT, INC.

CRD#: 322684 / SEC#:

Alabama
Registered Investment Advisory firm - (11/4/2024 Terminated)
California
Registered Investment Advisory firm - (10/4/2025 Terminated)
Colorado
Registered Investment Advisory firm - (9/8/2025 Terminated)
Kansas
Registered Investment Advisory firm - (9/4/2025 Terminated)
Texas
Registered Investment Advisory firm - (9/4/2025 Terminated)
Utah
Registered Investment Advisory firm - (10/25/2022 Approved)
Washington
Registered Investment Advisory firm - (10/4/2025 Terminated)
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Contact information


Main Address
Sandy, UT
Mailing Address
Phone number
(385) 977-8837
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 6,074,996

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CROCKETT WEALTH MANAGEMENT, INC.

CRD#: 322684

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