SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Craft Wealth Services
Tampa, FL
Craft Asset Management LLC, CRD 289557
Firm filing updated September 2, 2026 ·
- $120.8MAssets
- 8Advisory staff
- 478Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals188
- High net worth individuals34
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 188 | $55.6 million |
| High net worth individuals | 34 | $63.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $2.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$120.8 million
- Accounts478
- Discretionary$118.8 million · 473 accounts
- Non-discretionary$2.1 million · 5 accounts
People
- Employees8
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients26 to 50
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Craft Asset Management LLC SEC-registered investment advisor. CRD 289557, SEC file 801-131218.
- Registered with the SEC as an investment advisor (status date on record: October 1, 2024).
Is Craft Wealth Services a fiduciary?
Short answer: Craft Wealth Services is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.