RIA Intel›Advisers›Washington›CRAFTED FINANCE, LLC

CRAFTED FINANCE, LLC

Advisory

WA

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in WA
#396
of 505 advisers by AUM
Average account
$218K
across 472 accounts
AUM per adviser
$103M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$103M
Discretionary %
100%
Clients
170
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$103M
Discretionary AUM$103M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients170
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, CA, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

THE MUTUAL FUND STORE-SEATTLE, LLC
FEDERAL WAY, WA
$103M
+28.4% 1Y
LIFEFOCUS FINANCIAL ADVISORS, LLC
WALLA WALLA, WA
$104M
SOUND LEGACY WEALTH ADVISORS, LLC
BELLEVUE, WA
$102M
FREESTONE ADVISORS, LLC
SEATTLE, WA
$102M
0.0% 1Y
GQG PRIVATE CAPITAL SOLUTIONS LLC
TACOMA, WA
$104M
FAIRE CAPITAL GROUP, LLC
GIG HARBOR, WA
$102M

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