# Ashcraft Wealth Advisors LLC

> Ashcraft Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 6, 2025.

- CRD: 173658
- Filed as: ASHCRAFT WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: November 6, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173658
- AdvisorCensus page: https://advisorcensus.com/firm/ashcraft-wealth-advisors-llc-173658

## Quick answers

**How is Ashcraft Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ashcraft Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Ashcraft Wealth Advisors LLC registered with the SEC or a state?**
Ashcraft Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173658.

**How much does Ashcraft Wealth Advisors LLC manage?**
Ashcraft Wealth Advisors LLC reports $3,769,270 in regulatory assets under management in its Form ADV filing dated November 6, 2025 (100% discretionary).

**What types of clients does Ashcraft Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Does Ashcraft Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173658

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $3,769,270
- Discretionary: $3,769,270
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $3,769,270 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ashcraft Wealth Advisors LLC (CRD 173658): Form ADV filing data as of October 2026.