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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-2021
- Office Locations
- 3
Office Locations
About Craftwork Capital LLC
Craftwork Capital is a boutique wealth management firm providing comprehensive financial planning, customized portfolios, and consulting. Investment management emphasizes high-quality businesses and a long-term, compounding approach. The team can deliver full-service wealth management or supplement an existing program, including executive benefits, concentrated-position hedging, and Social Security claiming guidance, and publishes planning insights via whitepapers and a podcast.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROSS STEFAN ANDERSON
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5483452
- Ownership
- 50% but less than 75%
DANIEL SAUL MESSECA
Managing Member, Principal
- CRD
- #5848730
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Matthew Trogdon
Financial Planner
- CRD
- #7116193
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,090,479 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,090,479 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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