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Craft Wealth Management LLC

Craft Wealth Management LLC. CRD 170395

C

CRD: 170395

Craft Wealth Management LLC

Garden City, NY, 11530
5168331325
www.craftcm.com
$10.7M Total AUM
$10.7M Disc. AUM
-- 3Y CAGR
4 Employees
67 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers · Pershing · RBC
Clients
Retail and Institutional
Platforms
North atlasFocus
Established Date
05-14-2015
Office Locations
1

Office Locations

377 OAK Street Lower Concourse Garden City NY

About Craft Wealth Management LLC

Craft Capital Management LLC is a full-service brokerage firm serving growing companies and retail investors through two divisions: investment banking (bridge financing, private placements, IPO/public offerings, strategic capital solutions) and wealth management (financial planning, investment management, and insurance strategies for building, preserving, and transferring wealth). FINRA/SIPC/MSRB member with an extensive network of family offices and institutional investors.

Team overview

61 AVG AGE
$3.6M AVG AUM / ADVISOR
$159.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Value legacy Wave glacier Value Radial vertex Eagle beacon Unison pioneer Vertex Zenith Element

Client Personas

Crest element

Custodian

Insight quantum Catalyst Glacier Harbor Meridian legacy Quantum North

Investment Themes

Harbor vector Signal value Pioneer

Investment Vehicles

Value

Services

Optima beacon Delta Alpha optima Harbor radial

Technology

Catalyst Focus

Owner & Executives

BARRY MICHAEL KIRONT

BARRY MICHAEL KIRONT

Chief Executive Officer, Managing Member, PORTFOLIO MANAGER

CRD
#2281871
Ownership
Less than 5%
(716) 810-6987
unison.momentum@oakcapital.com
in linkedin.com/in/catalyst-vector
STEPHEN MARK KIRONT

STEPHEN MARK KIRONT

Chief Compliance Officer, Chief Operating Officer

CRD
#2009609
Ownership
Less than 5%
(712) 368-8140
vector.legacy@legacycapital.com
in linkedin.com/in/foundation-atlas

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Contacts

RICHARD JOSEPH RIZZUTO

RICHARD JOSEPH RIZZUTO

Financial Advisor, General Partner

CRD
#1474906
(608) 405-6201
insight.vital@ridgecapital.com
in linkedin.com/in/beacon-glacier
S

Scott David Werling

--

CRD
#2292318
(300) 693-2677
bridge.bridge@pioneercapital.com
in linkedin.com/in/matrix-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-23-2016
03-31-2017
03-31-2018
03-29-2019
04-29-2020
Category Assets AVG. Account size
Discretionary $10,687,669 $102,737
Non-Discretionary $0 --
Total $10,687,669 $102,737

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Separately Managed Accounts

Total SMA Asset: $10,687,669

$10.7M Total SMA
Equity - Exchange:
21.7%
Cash:
28.3%
Corporate - Investment Grade:
5.9%
Corporate - Non-Investment Grade:
31.7%
Equity - OTC:
12.4%
Asset class Assets Assets %
Equity - Exchange $605,812,521 21.7%
Cash $790,068,864 28.3%
Corporate - Investment Grade $164,714,003 5.9%
Corporate - Non-Investment Grade $884,988,798 31.7%
Equity - OTC $346,178,584 12.4%
Total $2,791,762,770 100.0%

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