Crafted Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 282090
- Website
- craftedwealthmanagement.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.26%
- Individuals18.49%
- Pension & Profit Sharing Plans2.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crafted Wealth Management is an independent, individually owned RIA organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm describes itself as a capital allocator, which aligns with its practice of placing client assets with third‑party managers for certain strategies. Its client base is primarily individual and family households, and it charges for services via a mix of asset‑based fees, hourly billing, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- State & Local Bonds11%
- Public Funds/Mutual Funds9%
- Other3%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Gabriel Anderson
FounderCRD 5806660
Tatiana Olsak
Financial Planning ResidentCRD 8337230
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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