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Crafted Wealth Management
CRAFTED WEALTH MANAGEMENT is an SEC-registered investment adviser with $62 million in regulatory assets under management. The firm has 2 employees and 1...
Crafted Wealth Management
CRAFTED WEALTH MANAGEMENT is an SEC-registered investment adviser with $62 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael A. Brown
Managing Member
James P. O'Brien
Managing Member
Sector focus
Frequently asked questions
Is Crafted Wealth Management a fiduciary?
Yes, as an SEC-registered investment advisor, Crafted Wealth Management is legally bound to act as a fiduciary, meaning it must prioritize client interests over its own or those of third parties (per public record).
What services does Crafted Wealth Management offer?
The firm provides financial planning, asset allocation, portfolio management, and estate planning services (per the firm's SEC Form ADV).
Who are the managing members of Crafted Wealth Management?
Public filings list Michael A. Brown and James P. O'Brien as managing members. Their professional backgrounds prior to the firm are not publicly documented (per SEC records).
Does Crafted Wealth Management oversee third-party fund investments?
As an RIA, the firm likely evaluates third-party managers for client portfolios, but its public filings do not specify a direct-investing or fund-commitment approach (per SEC Form ADV).
What is the geographic focus of Crafted Wealth Management?
The firm is based in New York City and primarily serves clients in the New York metropolitan region, based on available regulatory disclosures (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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