Craft Wealth Services
Craft Wealth Services is an SEC-registered mass-market adviser in Tampa, FL with $120.8M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Craft Wealth Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289557, SEC 801-131218, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $120.8M (2026-05-01)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 7
- Clients
- 224
- CRD
- 289557
- Ownership
- CHIARENZELLI, EVAN, ANDREW; DOAN, JEFF, MICHAEL
How much AUM does Craft Wealth Services have?
Craft Wealth Services reported $120.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Craft Wealth Services?
Disclosed owners and executives of Craft Wealth Services include CHIARENZELLI, EVAN, ANDREW, DOAN, JEFF, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.