CRAFT WEALTH MANAGEMENT LLC

CRAFT WEALTH MANAGEMENT LLC

Craft Wealth Management LLC was founded in 2017 as a US-based registered investment advisor with a multi-family office structure. The firm's formation year, 2017, positions it within the post-2008 wave of registered advisors seeking to offer institutional-grade direct investment capabilities to family-office clients. The firm's registered structure subjects it to SEC oversight. The firm's stated investment strategy centers on direct placements in private credit, real estate, and infrastructure assets. This approach bypasses traditional fund-of-funds vehicles, allowing the firm to negotiate bespoke terms and structures for its client base. Geographic focus appears limited to the United States, with no public disclosures of international holdings. Craft Wealth Management operates as a multi-family office, serving a small, curated network of families. The firm does not publicly disclose headcount, AUM, or named principals, limiting external visibility into its operational scale. No recent operational events (within 24 months) are verifiable from public sources. The firm's structural differentiator is its status as a registered investment advisor with a multi-family office model, a hybrid structure that combines fiduciary duties with the flexibility to pursue direct deals outside of commingled funds. This allows the firm to offer custom portfolio construction without the public-disclosure requirements of a traditional family office.