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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- QuantumVector
- Established Date
- 09-06-2017
- Office Locations
- 5
Office Locations
About Craft Wealth Services
Craft Wealth Services provides tailored financial planning and investment management for individuals and families, supporting goals like retirement, homeownership, and major life transitions. Services span budgeting and cash flow analysis, education planning, and estate planning. The firm prioritizes client education and an intentional, non "set it and forget it" approach with regular updates. Portfolios commonly use ETFs, and the firm supports clients on Schwab and Fidelity platforms.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
EVAN ANDREW CHIARENZELLI
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5903549
- Ownership
- 75% or more
JEFF MICHAEL DOAN
Advisor
- CRD
- #5900093
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nicholas Bruno
--
- CRD
- #8227275
WILLIAM P HALLMANN
Advisor
- CRD
- #3266780
Timber meridian
Eagle beacon
- CRD
- #17233
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,794,241 | $251,151 |
| Non-Discretionary | $2,050,530 | $410,106 |
| Total | $120,844,771 | $252,813 |
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Separately Managed Accounts
Total SMA Asset: $120,844,771
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,005,261,798 | 35.5% |
| Equity - OTC | $317,153,018 | 11.2% |
| Cash | $402,104,719 | 14.2% |
| Other | $790,050,822 | 27.9% |
| Derivatives | $317,153,018 | 11.2% |
| Total | $2,831,723,375 | 100.0% |