RIA Intel›Advisers›California›CRAFTED WEALTH MANAGEMENT, LLC

CRAFTED WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#3,234
of 5,480 advisers by AUM
Average account
$200K
across 310 accounts
AUM per adviser
$62M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$62M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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$62M
CAPITAL COVE BANCORP LLC
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VARI INVESTOR SERVICES INC
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$62M
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PRESCIENT CAPITAL LLC
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