Craft Wealth Management LLC

Craft Wealth Management, LLC is a registered investment adviser based in Garden City, New York, established as a limited liability company under the laws of the State of New York. The firm, a subsidiary of Craft Asset Holdings LLC, offers discretionary and non-discretionary portfolio management services tailored to meet specific client needs and investment objectives. The firm's regulatory assets under management were $9,180,514 as of December 31, 2024. Clients can choose to have their assets managed on a discretionary or non-discretionary basis based on their preferences. Craft Wealth Management does not manage wrap fee programs and offers a range of investment advisory services, including charting analysis, fundamental analysis, technical analysis, cyclical analysis, long-term and short-term purchases, margin transactions, options writing/trading, and short selling. The firm charges portfolio management fees based on a fee schedule that varies with the account value, with annual fees payable quarterly. Clients may also be charged a different fee percentage at the discretion of their Investment Adviser Representative. Craft Wealth Management does not charge performance-based fees or participate in side-by-side management. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, with a minimum account size of $5,000, which may be waived at the firm's discretion. Craft Wealth Management does not vote proxies on behalf of advisory accounts and does not have financial conditions that would prevent meeting contractual commitments.