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CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT LLC
CRD 289557 · SEC 801-131218
1902 WEST KENNEDY BOULEVARD, UNIT 4, TAMPA, FL, 33606, United States
Phone
813-337-7747
Fax
858-565-8015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.8M
Discretionary AUM
$118.8M
Team
7 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $55.6M |
| High net worth individuals | 34 | $63.2M |
| Pension/profit sharing plans | 2 | $2.1M |
States served
AZ, AR, CA, CO, DC, GA, KY, LA, MD, MI, OH, TN, VA, WV, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD