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Lifecraft Wealth Management

Lifecraft Wealth Management. CRD 329797

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CRD: 329797

Lifecraft Wealth Management

Sunrise, FL, 33325
9543845292
www.lifecraftwealth.com
$72.6M Total AUM
$72.6M Disc. AUM
-- 3Y CAGR
3 Employees
124 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
PeakFrontier
Established Date
05-20-2024
Office Locations
1

Office Locations

480 Sawgrass Corporate Parkway, Suite 110 Sunrise FL

About Lifecraft Wealth Management

LifeCraft Wealth Management is an independent RIA focused on affluent empty-nesters (including families with boomerang kids) in or nearing retirement. Led by founder Jose Luis Martin (20+ years experience), the firm delivers retirement-focused financial planning and ongoing portfolio management with periodic reallocations and market updates. Public filings show portfolios concentrated in mutual funds and ETFs, and the firm custodies with Altruist.

Team overview

51 AVG AGE
$72.6M AVG AUM / ADVISOR
$585.1K AVG AUM / CLIENT
2.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

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Asset Classes

Pioneer prime

Client Personas

Unison

Custodian

Alpha ridge Quantum Radial Peak north Delta North insight

Investment Themes

Atlas fusion Radial alpha Focus eagle

Investment Vehicles

Meridian pioneer

Services

Quantum focus Value Alpha Legacy timber Insight eagle Insight horizon

Technology

Quantum Vital

Owner & Executives

JOSE LUIS MARTIN

JOSE LUIS MARTIN

Chief Compliance Officer, FOUNDER, President, Vice President

CRD
#4630445
Ownership
Less than 5%
(516) 962-2667
north.legacy@summitcapital.com
in linkedin.com/in/glacier-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $72,550,432 --
Non-Discretionary $0 --
Total $72,550,432 --

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Separately Managed Accounts

Total SMA Asset: $72,550,432

$72.6M Total SMA
Public Funds:
36.6%
Equity - Exchange:
38.9%
Cash:
24.5%
Asset class Assets Assets %
Public Funds $1,964,686,014 36.6%
Equity - Exchange $2,088,149,889 38.9%
Cash $1,315,158,671 24.5%
Total $5,367,994,574 100.0%

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