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Crafted Wealth Management CRD 282090
$62.1M regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Minneapolis, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| MN | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crafted Wealth Management, Llc | Venice | CA | 10/2015 | 11/2017 |
| Gross Domestic Product, Inc. Dba Crafted Wealth Management | Manhattan Beach | CA | 07/2017 | 12/2018 |
| Crafted Wealth Management, Llc | Venice | CA | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-23 |
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