What departments does Craft Wealth Services have?

Craft Wealth Services has employees across 2 departments including Finance, Marketing.

What is the largest department at Craft Wealth Services?

The largest department at Craft Wealth Services is Finance with 5 employees.

Where are Craft Wealth Services employees located globally?

Craft Wealth Services has employees across 2 continents and 2 countries including India, United States Of America.

How has Craft Wealth Services's team size changed over time?

Craft Wealth Services's team has decreased from approximately 10 to 9 employees based on available data.

Craft Wealth Services Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Craft Asset Management, LLC, doing business as Craft Wealth Services, operates as a registered investment adviser offering financial planning, investment management, retirement planning, and estate planning. The firm emphasizes tailoring its services to each client and upholding fiduciary standards to provide objective, unbiased guidance. Its strategy combines planning and active portfolio management to create a sustainable financial plan intended to endure across generations.

Based in Tampa, Florida, the firm serves a diverse client base and seeks to address a wide range of financial needs and circumstances. As a small, client-focused practice, it operates within the regulatory framework of Florida and other states where it is registered.

Craft Wealth Services Global Highlights

North America
13

United States Of America
13

Asia
1

India
1

Craft Wealth Services's Leadership

N. L.
Financial Advisor & Director Wealth Management
Mobile Phone
Email
S. F.
Director Of Insurance | Marketing Lead
Mobile Phone
Email
W. H.
Director Of Client Services
Mobile Phone
Email
J. D.
Financial Advisor
Mobile Phone
Email
C. A.
Execution Trader
Mobile Phone
Email
H. L.
Executive Assistant
Mobile Phone
Email
M. M.
Financial Advisor
Mobile Phone
Email
W. H.
Financial Advisor
Mobile Phone
Email

Craft Wealth Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Entrepreneurship
Accounting
Administrative
Other
Analytics

Contact profiles from Craft Wealth Services

Name

Title

Contact Info

Location

Last Update

N. L.
Financial Advisor & Director Wealth Management
Mobile Phone
Email
United StatesTennessee
Feb 25, 2026
S. F.
Director Of Insurance | Marketing Lead
Mobile Phone
Email
United StatesFlorida
Feb 25, 2026
W. H.
Director Of Client Services
Mobile Phone
Email
United StatesFlorida
Feb 25, 2026
J. D.
Financial Advisor
Mobile Phone
Email
Feb 25, 2026
C. A.
Execution Trader
Mobile Phone
Email
United StatesFlorida
Aug 07, 2025
H. L.
Executive Assistant
Mobile Phone
Email
United StatesColorado
Sep 11, 2025
M. M.
Financial Advisor
Mobile Phone
Email
United StatesArkansas
Apr 15, 2026
W. H.
Financial Advisor
Mobile Phone
Email
United StatesArkansas
Nov 12, 2025
E. C.
Managing Member
Mobile Phone
Email
United States
May 21, 2026

Frequently Asked Questions

What is Craft Wealth Services known for?

Craft Wealth Services was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 401 East Jackson Street Tampa, Florida 33602 United States. Explore Craft Wealth Services's company overview page for more information.

What is Craft Wealth Services's most common email format?

Craft Wealth Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Craft Wealth Services email formats with LeadIQ.

How many employees does Craft Wealth Services have currently?

Craft Wealth Services has approximately 9 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Craft Wealth Services's key employees and leadership?

As of April 2026, Craft Wealth Services's key employees include:

Financial Advisor & Director Wealth Management: N. L.
Director Of Insurance | Marketing Lead: S. F.
Director Of Client Services: W. H.
Financial Advisor: J. D.
Execution Trader: C. A.

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Craft Wealth Services Employee Directory

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