This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-11-2021
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 263 clients, or 87.7 clients per representative. That equates to $388.2K in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Craftwork Capital LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Craftwork Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
Cristina Munteanu
--
- CRD
- #7816785
Matthew Trogdon
Financial Planner
- CRD
- #7116193
Showing 2 of 4 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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Craftwork Capital LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.