Overview
Assets Under Management: $121 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 34
Average Client Assets: $1.9 million
Frequently Asked Questions
CRAFT WEALTH SERVICES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289557), CRAFT WEALTH SERVICES is subject to fiduciary duty under federal law.
CRAFT WEALTH SERVICES is headquartered in TAMPA, FL.
CRAFT WEALTH SERVICES serves 34 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, CRAFT WEALTH SERVICES offers financial planning and portfolio management for individuals. View all service details ↓
CRAFT WEALTH SERVICES manages $121 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, CRAFT WEALTH SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.28%
Average Client Assets: $1.9 million
Total Client Accounts: 478
Discretionary Accounts: 473
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 289557
Filing ID: 2098920
Last Filing Date: 2026-04-28 07:42:21