Crafted Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crafted Wealth Management serves individual and high‑net‑worth clients, delivering ongoing wealth management through its Signature Crafted Wealth Process along with investment management, integrated financial planning, estate‑planning assistance via third‑party providers, and hourly consulting. The firm provides discretionary portfolio management and, with client consent, may recommend or allocate assets to third‑party money managers or investment programs.
The firm generally pursues a primarily passive investment approach—constructing diversified, low‑cost portfolios—while also employing fundamental and cyclical analysis and discretionary rebalancing as part of portfolio supervision; comprehensive planning is included in the ongoing advisory relationship and clients are typically met two to four times per year. Crafted Wealth may use automated model portfolios and direct indexing provided by a TPMM (Vise AI) and relies on outside managers or platforms for portions of client portfolios when appropriate.
Crafted Wealth operates as a small, principal‑led practice with a single owner and a compact advisory team, managing roughly $81 million in discretionary assets for a limited client base, an organizational profile that is less common among supported firms. The brochure discloses the firm’s explicit reliance on third‑party technology—an online estate‑planning platform (Vanilla) and an AI‑driven portfolio manager—which the firm uses for selected planning and investment functions and discloses as a potential conflict of interest.
Client services
Expertise
Fee options
Estate planning flat fees ranging from $1,000 to $5,000 based on complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Above $10,000,001+: 0.50%
$300 to $500 per hour depending on complexity
Ongoing annual fees paid in advance monthly or quarterly for Signature Crafted Wealth Process
Minimum fee: Minimum annual advisory fee of $12,000, billed at $3,000 per quarter Fee-only: Fee-only compensation; no commissions or other sales-related compensation received
Main office
Minneapolis MN
Advisors at this office
2
Most active in
California · Minnesota
Also doing business as
Crafted Wealth Management · Crafted Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Gabe A
CFP®, ChFC®
Minneapolis, MN
Crafted Wealth Management
For over 10 years, Gabe has worked with client families looking to simplify their financial life through his firm CRAFTED Wealth. As the firm has matured, he has primarily focused on higher net worth families with portfolios of $3–30M, and typically those looking to focus on multigenerational planning, retirement preparation, and navigating large portfolios. What does it mean to simplify? Looking at your whole picture, and forming a real relationship, to understand better what you truly need and want, and then build a plan to support that. Many clients come to CRAFTED with a wide array of accounts, tax questions, concentrated positions, and previous decisions that may not be serving their current needs. Gabe’s passion is in untangling this, answering questions patiently, and creating what he calls a “beautifully simple financial plan.” As a clear communicator, thoughtful listener, and invested long-term partner, Gabe brings an approach that combines creative thinking and deep expertise for unique tax and investment situations. Practically, this translates to a singular, personalized strategy that is meant to serve clients over their lifetime.
Tatiana O
CFP®
Minneapolis, MN
Crafted Wealth Management
Tatiana Olsak is a CFP® at Crafted Wealth Management with experience beginning in 2024. Prior to joining the firm, she worked at Warner Brothers Discovery, Hulu, and Entertainment One. Crafted Wealth Management serves individual and high-net-worth clients by providing ongoing wealth management, investment management, and integrated financial planning. The firm emphasizes a primarily passive investment approach with diversified, low-cost portfolios while incorporating fundamental and cyclical analysis and discretionary rebalancing.
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