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Crafted Wealth Management
CRAFTED WEALTH MANAGEMENT is a state-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 a state-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
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).
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