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CRAFT WEALTH SERVICES

TAMPA, FL · CRD 289557 · IAPD ↗ · 813-337-7747

$120.8MRegulatory AUM
8Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
May 2026 — CRAFT WEALTH SERVICES added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — CRAFT WEALTH SERVICES reported RAUM up 31% ($92.0M -> $120.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — CRAFT WEALTH SERVICES notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — CRAFT WEALTH SERVICES added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2025 — CRAFT ASSET MANAGEMENT is now doing business as CRAFT WEALTH SERVICES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
April 2025 — CRAFT ASSET MANAGEMENT reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
November 2024 — CRAFT ASSET MANAGEMENT (TAMPA, FL) is newly SEC-registered with $83.5M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.