CRAFT WEALTH MANAGEMENT LLC
CRD #170395 SEC #801-86170 GARDEN CITY, NY 516-833-1325
SEC Registered
Total AUM
$9.2M
Discretionary
$9.2M
Employees
5
Clients
0
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $9.2M | $9.2M | $0 | 5 | 1 |
| Apr 2020 | $9.2M | $9.2M | $0 | 5 | 1 |
| Apr 2020 | $9.2M | $9.2M | $0 | 5 | 1 |
| Mar 2019 | $10.1M | $10.1M | $0 | 5 | 1 |
| Mar 2018 | $14.7M | $14.7M | $0 | 4 | 1 |
| Mar 2017 | $10.5M | $10.5M | $0 | 3 | 26 |
| Feb 2017 | $10.6M | $10.6M | $0 | 3 | 26 |
| Dec 2016 | $10.6M | $10.6M | $0 | 3 | 26 |
| Nov 2016 | $10.6M | $10.6M | $0 | 3 | 26 |
| Aug 2016 | $10.6M | $10.6M | $0 | 3 | 26 |
| Mar 2016 | $11.6M | $11.6M | $0 | 2 | 0 |
| Jan 2016 | $10.3M | $10.3M | $0 | 2 | 0 |
| May 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Apr 2015 | $0 | $0 | $0 | 2 | 0 |
| Mar 2015 | $0 | $0 | $0 | 2 | 0 |
DateJun 2020
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2020
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2020
Total AUM$9.2M
Discretionary$9.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2019
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$14.7M
Discretionary$14.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2017
Total AUM$10.5M
Discretionary$10.5M
Non-Disc.$0
Employees3
Clients26
DateFeb 2017
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees3
Clients26
DateDec 2016
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees3
Clients26
DateNov 2016
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees3
Clients26
DateAug 2016
Total AUM$10.6M
Discretionary$10.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$11.6M
Discretionary$11.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0