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CRAFT WEALTH SERVICES
Legal name: CRAFT ASSET MANAGEMENT LLC
CRD 289557File 801-131218
APPROVED
Retail clients
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.8M
Bottom 25% of cohort (national)
Discretionary AUM
$118.8M
Non-discretionary $2.1M
Clients
224
478 accounts
Employees
7
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 1, 2024
- Principal office
- 1902 WEST KENNEDY BOULEVARD, UNIT 4, TAMPA, FL, 33606
- Phone
- 813-337-7747
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.8M
- Discretionary AUM
- $118.8M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 473
- Non-discretionary accounts
- 5
- Total accounts
- 478
- AUM per client
- $539K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $63.2M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 188 | $55.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.