Lifecraft Wealth Management

RIASEC Registered
Total AUM
$72.6M
Discretionary
$72.6M
100% of AUM
Avg account
$225K
Accounts
323
Employees
3
Advisory reps
1

Firm details

Headquarters
Sunrise, Florida
CRD number
329797
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.55%
  • Individuals36.45%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lifecraft Wealth Management is an independent, domestic LLC that serves individual and family clients. The firm provides comprehensive financial planning, ongoing portfolio management for individuals and small businesses, and acts as a capital allocator through the selection of outside advisers. Its fee arrangements include assets-under-management billing alongside hourly and fixed-fee engagements. Lifecraft is not positioned as an ESG investor and does not identify as a multi-state or pension consulting adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 18%, Cash & Cash Equivalents 2%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Jose Martin

    Jose Martin

    President & FounderCRD 4630445

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sunrise, FL

Broward

Location

Sunrise, FL

Headquartered in Sunrise, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
480 Sawgrass Corporate Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth