A
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
92 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-11-2015
- Office Locations
- 1
Office Locations
-- Auburndale FL
About Ashcraft Wealth Advisors LLC
Ashcraft Wealth Advisors LLC is a Auburndale-based RIA. The firm has been operating for 11 years. Managing $3.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$41.0K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PAUL MICHAEL ASHCRAFT
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6416129
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
Kevin Michael Ashcraft
--
- CRD
- #8182377
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,769,270 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,769,270 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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