Crafted Finance, LLC: new SEC registration, $103M AUM,
Crafted Finance, LLC: new SEC registration, $103M AUM, . Its amount of 103 is below the median of 134 (14th percentile). Dated 48 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 103 · 14th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Crafted Finance, LLC |
| Legal name | Crafted Finance, LLC |
| CRD | 283318 |
| Status | Approved |
| Registered with the SEC | 2026-09-17 |
| Latest Form ADV filing | 2026-09-21 |
| Regulatory AUM | $102,917,708 |
| Accounts | 472 |
| Employees | 2 |
| Website | HTTPS://WWW.LINKEDIN.COM/COMPANY/CRAFTEDFINANCE/ |
| amount percentile | 14th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Crafted Finance, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Crafted Finance + 500 peer records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records: Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Old Mission Asset Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
75 / 100 Score
- Registered in the last 60 days.
- $103M under management.
- Website on file.
What is the NewRiaPulse record for Crafted Finance, LLC?
Crafted Finance, LLC received SEC registration as an investment adviser (2026-09-17) with $102,917,708 in regulatory assets under management, based in .
How does Crafted Finance, LLC compare to other NewRiaPulse records?
Its amount of 103 is below the median (14th percentile); smaller records often move faster and face less competition. It is 48 days old; check the official source for later updates before acting. Its Score of 75/100 puts it among the stronger signals in this feed.
Crafted Finance, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
- Pts Brokerage, LLC
NewRiaPulse: $100M-$500M NewRiaPulse: Approved
How to monitor Crafted Finance, LLC and peer approved records
Get new NewRiaPulse records like Crafted Finance, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.