RIA IntelAdvisersOhioCRAWFORD WEALTH MANAGEMENT, LLC

CRAWFORD WEALTH MANAGEMENT, LLC

Advisory

OH

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in OH
#722
of 748 advisers by AUM
Average account
$2M
across 32 accounts
AUM per adviser
$53M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$53M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$53M
Discretionary AUM$53M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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YOUR FINANCIAL PHARMACIST PLANNING, LLC
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$53M
+66.3% 1Y
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
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RODMAN DAVID LAWRENCE
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$52M
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