# Craft Wealth Services

> Craft Wealth Services is an SEC-registered investment advisory firm in Tampa, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 289557
- Filed as: CRAFT WEALTH SERVICES
- Legal name: Craft Asset Management LLC
- Also doing business as: CRAFT WEALTH SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289557
- AdvisorCensus page: https://advisorcensus.com/firm/craft-wealth-services-tampa-fl-289557

## Quick answers

**How is Craft Wealth Services compensated?**
On its Form ADV (Item 5.E, October 2026), Craft Wealth Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Craft Wealth Services located?**
Craft Wealth Services' principal office is in Tampa, FL, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Craft Wealth Services registered with the SEC or a state?**
Craft Wealth Services is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 289557.

**How much does Craft Wealth Services manage?**
Craft Wealth Services reports $120,844,771 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (98% discretionary).

**How have Craft Wealth Services' assets and staff changed since 2025?**
In the Form ADV data for Craft Wealth Services: Regulatory assets under management: $91,966,719 in the October 2025 data and $120,844,771 in the October 2026 data, up 31%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Craft Wealth Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (188); high net worth individuals (34); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Craft Wealth Services use?**
Craft Wealth Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Craft Wealth Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289557

**Does Craft Wealth Services state an account minimum?**
Its Form ADV Part 2A brochure dated May 1, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by Craft Wealth Services. All clients are required to execute an agreement for services in order to establish a client arrangement with Craft Wealth Services."

**What changed in Craft Wealth Services' recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 7 to 8. Added an office in Reston, VA. No longer lists an office in Nashville, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 1, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by Craft Wealth Services. All clients are required to execute an agreement for services in order to establish a client arrangement with Craft Wealth Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,844,771
- Discretionary: $118,794,241
- Non-discretionary: $2,050,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 188 | $55,562,854 |
| High net worth individuals | 34 | $63,178,821 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,103,096 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, CT, DC, FL, GA, KY, LA, MD, MI, OH, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Mt Juliet, TN
- Naugatuck, CT
- Reston, VA

### Websites listed on Form ADV (Item 1.I)
- craftwealthservices.com
- LinkedIn @craft-asset-management
- LinkedIn @evan-chiarenzelli-a431aba8
- LinkedIn @jeff-doan-cfp®️-74a3a93a
- LinkedIn @william-hennum-msf-16987353

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $91,966,719 | 8 | July 30, 2025 |
| October 2026 | $120,844,771 | 8 | September 2, 2026 |

Regulatory assets under management: $91,966,719 in the October 2025 data and $120,844,771 in the October 2026 data, up 31%.
Total employees: 8 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 7 to 8.
- Added an office in Reston, VA.
- No longer lists an office in Nashville, TN.

### May 2026
- Added an office in Naugatuck, CT.
- No longer lists an office in Clarkston, MI.

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $91,966,719 to $120,844,771 (+31%).

### February 2026
- Employees performing advisory functions went from 7 to 6.
- Registered or notice-filed in AR.

### December 2025
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Craft Wealth Services (CRD 289557): Form ADV filing data as of October 2026.