# Crafted Wealth Management

Crafted Wealth Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** craftedwealth.com

## Regulatory record

- **CRD number:** 282090
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282090

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## People

- Michael A. Brown — Managing Member
- James P. O'Brien — Managing Member

## 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).

## Related profiles

- [Zanetti Financial](https://altss.com/profile/zanetti-financial-llc)
- [BCSF Advisors](https://altss.com/profile/bcsf-advisors-lp)

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Last updated: 2026-07-06T01:24:14.786Z

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