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Building 2CRAFT WEALTH SERVICES

Map pinTAMPA, FL
Phone813-337-7747
NotebookSEC #801-131218
Total AUM
$120.8M
Employees
7
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1902 WEST KENNEDY BOULEVARD
UNIT 4
TAMPA
FL 33606
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
813-337-7747
Other Offices
6

ReceiptFinancials

Total AUM
$120.8M
Accounts
478
Discretionary
$118.8M
Accounts
473
Non-Discretionary
$2.1M
Accounts
5

ContactClients

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Individual Clients
188
AUM
$55.6M
HNW Individual Clients
34
AUM
$63.2M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCFLGAKYLAMDMIOHTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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