Crafted Wealth Management

Overview

Crafted Wealth Management is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates with a fee mix that includes a percentage of assets under management, hourly consulting, and fixed-price engagements, which allows flexibility across simple planning projects and ongoing advisory relationships. Investment activity centers on equity exposure—both exchange-traded vehicles and individual holdings—supplemented by select alternative allocations to real estate and traditional mutual funds where appropriate. The adviser does not position itself as an ESG-focused manager and does not serve as a multi-state advisory platform. Portfolio construction emphasizes equities as the primary source of return and risk budgeting. That bias suggests the firm favors liquid, exchange-traded instruments for core exposure while employing other vehicles to fill gaps or meet client-specific objectives (tax efficiency, concentrated positions, income, or tactical tilts). Services are aimed at individual and family clients rather than institutional pension or large plan sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices