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CRAFT WEALTH MANAGEMENT LLC
CRD 170395 · SEC 801-86170
377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY, 11530, United States
Phone
516-833-1325
Fax
516-997-4464
Registration
— (—)
Source
State registered
Total AUM
$10.7M
Discretionary AUM
$10.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $10.3M |
| Corporations/business entities | 4 | $340K |
Official SEC filing: View on IAPD