A complete list of active advisors currently associated with Craft Wealth Management LLC

Warmer can help you find a great advisor at Craft Wealth Management LLC or one who fits your needs even better.

Craft Wealth Management LLC is a state-registered advisory firm that manages approximately $10.7 million for about 63 clients and operates with a four-person advisory team. The firm serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing discretionary and non-discretionary portfolio management services. The firm’s stated investment work draws on a mix of technical and fundamental methods — including charting, cyclical and fundamental analysis — and it may employ strategies such as long- and short-term trading, margin, options writing, and short selling. The brochure discloses that the firm may use derivatives and engage in short-term trading where suitable, and it offers clients a choice of custodians including its affiliate or third-party clearing firms. Compared with many peers, CWM is affiliated with a broker-dealer (Craft Capital Management, LLC) and discloses arrangements whereby affiliated brokerage and clearing relationships (including clearing through RBC) may be recommended for clients; associated persons may also be registered representatives or licensed insurance agents and could receive separate commission-based compensation. These affiliated relationships, combined with the firm’s willingness to use margin, options and other derivative strategies, are notable distinctions relative to typical team firms.

To learn more about the advisors currently working at Craft Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.