Ashcraft Wealth Advisors LLC

Overview

Ashcraft Wealth Advisors LLC is a small, independent registered investment adviser owned by an individual and focused on serving individuals and families, including small-business owners. The firm’s advisory work centers on financial planning and discretionary portfolio management, delivered through a blend of percentage-of-AUM fees and hourly planning charges. With a single-office, single-state footprint and no designation as a capital allocator, the practice appears positioned as a hands-on, retail-focused advisory shop rather than a multi-state or institutional manager. Investment preferences lean toward pooled public products: mutual funds and other public funds make up the firm’s primary allocation vehicle. The firm is not positioned as an active ESG investor. On the service side, Ashcraft Wealth Advisors coordinates with accounting professionals as part of its network to support tax and reporting needs for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices