Craft Wealth Services

RIASEC RegisteredEst. 2024

Total AUM

$121M

Discretionary

$119M

98% of AUM

Avg account

$253K

Accounts

478

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 289557
Registered since: October 1, 2024
Website: www.craftwealthservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI52.28%
Individuals45.98%
Pension & Profit Sharing Plans1.74%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Craft Wealth Services is an independent RIA organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Fee arrangements include percentage-of-AUM and fixed fees. Craft reports it is not an active ESG investor and it does not operate as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant.