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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- WaveCrest bridge
- Established Date
- 01-11-2016
- Office Locations
- 1
Office Locations
About Crafted Wealth Management
Crafted Wealth Management is a Minneapolis-based RIA providing financial planning and investment guidance for clients in mid-career through retirement. The firm helps with budgeting, uneven cash flow, benefits, and risk management, including diversification for concentrated business or equity-compensation holdings (RSUs/ISOs). Retirement planning covers Social Security, pensions, annuity decisions, and withdrawal strategy; custody includes Schwab.
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Owner & Executives
GABRIEL BRANT ANDERSON
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #5806660
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,060,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,060,034 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,060,034
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,147,822,461 | 52.8% |
| Public Funds | $414,920,248 | 10.2% |
| Municipal Bonds | $923,400,944 | 22.7% |
| Cash | $581,701,917 | 14.3% |
| Total | $4,067,845,570 | 100.0% |