$85.0M Total AUM
$85.0M Disc. AUM
-- 3Y CAGR
2 Employees
170 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeOak +more
- Established Date
- 06-01-2016
- Office Locations
- 2
Office Locations
-- Lake Tapps WA
-- Seattle WA
About Crafted Finance, LLC
Crafted Finance, LLC is a Seattle-based RIA led by CFP/CLU Joe Wride, providing financial planning alongside pension and investment management and insurance guidance for individuals, families, and pension plans. The firm emphasizes portfolio construction and tax-aware risk management, with portfolios largely implemented via ETFs and custody support including Schwab and Altruist.
Team overview
39 AVG AGE
$42.5M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
5.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
Frontier
CRM
Glacier vertex
Custodian
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Fund Managers
Vertex peak
Investment Themes
North Fusion Eagle Ridge crest
Investment Vehicles
Vertex vertex
Platform
Quantum Peak pathway
Services
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Technology
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Owner & Executives
JONATHAN DAVID WRIDE
Certified Financial Planner, PRINCIPAL
- CRD
- #5634043
- Ownership
- 75% or more
(420) 806-2561
harbor.element@momentumcapital.com
in linkedin.com/in/fusion-prime
Showing 1 of 1 owners & executives
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R
Rachel Bjorklund
--
- CRD
- #8239224
(828) 791-3151
bridge.insight@embercapital.com
in linkedin.com/in/peak-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,992,978 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,992,978 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,992,978
Equity - Exchange:
32.2% Public Funds:
21.1% Cash:
11.1% Municipal Bonds:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,552,059,504 | 32.2% |
| Public Funds | $1,017,032,780 | 21.1% |
| Cash | $535,026,723 | 11.1% |
| Municipal Bonds | $1,715,941,563 | 35.6% |
| Total | $4,820,060,570 | 100.0% |