CRAFT WEALTH MANAGEMENT LLC

Overview

Craft Wealth Management LLC is a small, fee-based advisory firm that runs discretionary portfolios for individuals, families and a limited number of institutional clients. The firm shows a clear tilt toward exchange-traded equities as its primary vehicle, and it acts as a capital allocator by selecting third‑party managers when needed. Core services include portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of other advisers, indicating they combine direct portfolio construction with manager-sleeve allocations. They price advisory relationships on a percentage‑of‑AUM basis and maintain affiliations with both a broker‑dealer and an insurance company, which supports their use of insurance-wrapped products such as annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices