Craft Wealth Services Employee Directory

Financial ServicesUnited States2-10 Employees

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.

Find Craft Wealth Services employees' phone numbers or email addresses

Craft Wealth Services Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Craft Wealth Services's Leadership

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    N. L.
    Financial Advisor & Director Wealth Management
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    S. F.
    Director Of Insurance | Marketing Lead
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    W. H.
    Director Of Client Services
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    J. D.
    Financial Advisor
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    C. A.
    Execution Trader
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    L. W.
    Associate
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    H. L.
    Executive Assistant
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  • Stylized image of a person
    M. M.
    Financial Advisor
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Contact profiles from Craft Wealth Services

Name
Title
Contact Info
Location
Last Update
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    N. L.
    Financial Advisor & Director Wealth Management
    Phone icon
    United StatesTennessee
    Jul 19, 2025
  • Stylized image of a person
    S. F.
    Director Of Insurance | Marketing Lead
    Phone icon
    United StatesFlorida
    Nov 17, 2025
  • Stylized image of a person
    W. H.
    Director Of Client Services
    Phone icon
    United StatesFlorida
    Nov 15, 2025
  • Stylized image of a person
    J. D.
    Financial Advisor
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    May 16, 2025
  • Stylized image of a person
    C. A.
    Execution Trader
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    United StatesFlorida
    Aug 07, 2025
  • Stylized image of a person
    L. W.
    Associate
    Phone icon
    United StatesDistrict of Columbia
    Nov 11, 2025
  • Stylized image of a person
    H. L.
    Executive Assistant
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    United StatesColorado
    Sep 11, 2025
  • Stylized image of a person
    M. M.
    Financial Advisor
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    United StatesTennessee
    Oct 24, 2025
  • Stylized image of a person
    W. H.
    Financial Advisor
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    United StatesArkansas
    Nov 12, 2025
  • Stylized image of a person
    E. C.
    Managing Member
    Phone icon
    United States
    Oct 22, 2025

Frequently Asked Questions

What is Craft Wealth Services known for?

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

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

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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?

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Craft Wealth Services has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, 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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