LIFECRAFT WEALTH MANAGEMENT

Overview

Lifecraft Wealth Management is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm acts as a capital allocator, building portfolios primarily through third‑party public funds and selectively through external alternative managers. Its advisory practice centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers when clients require specialized strategies. Fee arrangements are flexible: Lifecraft Wealth Management charges a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or project work. The firm does not position itself as an ESG-focused manager, and its regulatory profile indicates a single-state scope rather than a multisate footprint. Investment activity emphasizes pooled public vehicles for core exposure, with a smaller allocation to outsourced hedge fund strategies for clients who need return enhancement or downside management that mutual funds alone may not provide. The firm’s use of outside managers and funds suggests a model that blends internally advised allocations with third‑party specialist access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices