Craft Wealth Services

Financial Services • Tampa, Florida, United States • 1-10 Employees

Company overview

Headquarters	401 E Jackson St, Tampa, Florida 33602, US
Website	craftwealthservices.com
NAICS	52
Founded	2017
Employees	1-10

Key Contact at Craft Wealth Services

William Hennum

Director Of Client Services

Craft Wealth Services Email Formats

Craft Wealth Services uses 2 email formats. The most common is {first initial} (e.g., j@craftassetmanagement.com), used 75% of the time.

Format	Example	Percentage
{first initial}	j@craftassetmanagement.com	100%

About Craft Wealth Services

Craft Asset Management, LLC DBA Craft Wealth Services is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and estate planning. We tailor our services to fit the needs of every client. We're a firm that seeks to conform to the highest fiduciary standards and deliver our clients genuinely unbiased advice. Our clients come from all walks of life and unique circumstances. The vision of the firm is to create a sustainable investment strategy and financial plan that will last for generations and this is achieved using a combination of: -Financial Planning -Investment Planning -Estate Planning -Active Portfolio Management Craft Asset Management, LLC is a registered investment adviser in the State of Florida and certain other states.

Craft Wealth Services revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

Craft Wealth Services has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Craft Wealth Services has never raised funding before.

Craft Wealth Services Tech Stack

Discover the technologies and tools that power Craft Wealth Services's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Modernizr

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Lodash

JavaScript libraries

Stripe

Payment processors

Squarespace Commerce

Ecommerce

reCAPTCHA

Security

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

core-js

JavaScript libraries

Cart Functionality

Ecommerce

YUI

JavaScript libraries

Frequently asked questions

Craft Wealth Services is located in Tampa, Florida, US.

Craft Wealth Services was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Craft Wealth Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Craft Wealth Services

William Hennum

Director Of Client Services

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