# Crafted Wealth Management

> Crafted Wealth Management is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 282090
- Filed as: CRAFTED WEALTH MANAGEMENT
- Legal name: Crafted Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282090
- AdvisorCensus page: https://advisorcensus.com/firm/crafted-wealth-management-282090

## Quick answers

**How is Crafted Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Crafted Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Crafted Wealth Management registered with the SEC or a state?**
Crafted Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 282090.

**How much does Crafted Wealth Management manage?**
Crafted Wealth Management reports $81,188,265 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**What types of clients does Crafted Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (25).

**Does Crafted Wealth Management 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/282090

**What changed in Crafted Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $62,060,034 to $81,188,265 (+31%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $81,188,265
- Discretionary: $81,188,265
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $15,010,846 |
| High net worth individuals | 25 | $64,346,244 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,831,175 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connect.xyplanningnetwork.com/find-an-advisor/gabe-anderson-10565
- craftedwealth.co
- craftedwealthmanagement.com
- feeonlynetwork.com/financial-advisor/gabriel-anderson
- napfa.org/firm/38626/20739
- LinkedIn @crafted-wealth

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $62,060,034 to $81,188,265 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crafted Wealth Management (CRD 282090): Form ADV filing data as of October 2026.