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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-11-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 92 clients, or 92 clients per representative. That equates to $41.0K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on November 6, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PAUL MICHAEL ASHCRAFT
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6416129
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kevin Michael Ashcraft
--
- CRD
- #8182377
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Ashcraft Wealth Advisors LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.