RIA Intelligence

CRAFT ASSET MANAGEMENT LLC

Legal name: CRAFT WEALTH SERVICES

CRD #289557 SEC #801-131218 TAMPA, FL 813-394-0984
SEC Registered
Total AUM
$92M
Discretionary
$90.1M
Employees
7
Clients
51
Accounts
746

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 18, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
DOAN, JEFF, MICHAELIAUTHORIZED MEMBERNA Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control
CHIARENZELLI, EVAN, ANDREWIMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Sep 18, 2025 REGISTERED

Notice Filings (16)

AZ CA CO CT DC FL GA KY LA MD MI OH TN TX VA WV

Address

1902 WEST KENNEDY BOULEVARD
UNIT 4
TAMPA, FL 33606
United States
Phone: 813-394-0984