CRAFT WEALTH SERVICES

Overview

Craft Wealth Services is an independent RIA organized as an LLC and SEC-registered in 2024. The firm is individually owned and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements. The firm reports that it is not an active ESG investor. Craft Wealth Services does not position itself as a capital allocator; rather, it implements client portfolios directly and supplements core exposures with third-party alternative fund managers when appropriate. The firm lists an affiliation with an accountant under industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices