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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CRAFT WEALTH SERVICES

CRAFT ASSET MANAGEMENT LLC, CRD 289557

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0d54635-05e1-8491-7638-03da1f82b4fa

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Aug 29, 2024 to Sep 2, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $121MItem 5.F on the latest filing (2026-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $119M
Private client RAUM: $119MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $13.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 478
Individual clients: 188
High net worth clients: 34
SEC number: 801-131218
CRD: 289557
Filings on the tape: 11
First filed: Aug 29, 2024
Latest filed: Sep 2, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFF MICHAEL DOAN	Certified Financial Planner	Herndon, VA \| TAMPA, FL	8	15	3	no
EVAN ANDREW CHIARENZELLI	n/a	Tampa, FL \| TAMPA, FL	7	15	2	no
WILLIAM EDWARD HENNUM	n/a	TAMPA, FL	5	13	n/a	no
Michael Manna	n/a	TAMPA, FL \| Nashville, TN	3	11	1	no
Nishann C LaNata	n/a	Mt Juliet, TN \| Lebanon, TN \| TAMPA, FL	2	10	2	no
WILLIAM P HALLMANN	n/a	NASHVILLE, TN \| TAMPA, FL	1	32	3	no
Nicholas Bruno	n/a	Naugatuck, CT \| TAMPA, FL	0	10	n/a	no
STEVEN EDDY	n/a	Reston, VA \| TAMPA, FL	0	12	n/a	no
Myles Andrew Jerdan	n/a	TAMPA, FL \| Atlanta, GA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHIARENZELLI, EVAN, ANDREW	MANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICER	E	yes	08/2017	Aug 29, 2024	Aug 29, 2024
DOAN, JEFF, MICHAEL	AUTHORIZED MEMBER	Na	yes	01/2020	Aug 29, 2024	Aug 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BESPOKE TAX STRATEGY & CPA, P.C.	n/a	n/a	n/a	N	no	n/a
HALLMANN ADVISORS CPA'S, P.C.	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Clarkston	Mi	United States	1	no
Nashville	Tn	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$121M	$119M	7	7	6	n/a	n/a
2024	Apr 22, 2025	$92.0M	$90.1M	7	7	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	11.1%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$121M	$92.0M	31.4%	n/a	n/a	8	7	5	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Jun 12, 2023	Jan 1, 2025	MOUNT JULIET, TN	Team lift out	Ibd to RIA	0.0%

Relationships

Registered with (10)

← Myles Andrew JerdanAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← STEVEN EDDYAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV
← Nicholas BrunoAdvisorregistration: current employment
Feb 25, 2026 to presentfactForm ADV
← WILLIAM P HALLMANNAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Nishann C LaNataAdvisorregistration: current employment
May 8, 2024 to presentfactForm ADV
← Michael MannaAdvisorregistration: current employment
Jun 13, 2023 to presentfactForm ADV
← WILLIAM EDWARD HENNUMAdvisorregistration: current employment
May 20, 2021 to presentfactForm ADV
← EVAN ANDREW CHIARENZELLIAdvisorregistration: current employment
Apr 25, 2019 to presentfactForm ADV
← JEFF MICHAEL DOANAdvisorregistration: current employment
Apr 30, 2018 to presentfactForm ADV
← CLAYTON CARTER ASTOREAdvisorregistration: previous registration
May 27, 2025 to Jan 27, 2026factForm ADV

Moved with (1)

← LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out
Jun 12, 2023 to Jan 1, 2025factForm ADV

Controls (2)

← DOAN, JEFF, MICHAELOwnerAUTHORIZED MEMBER, ownership code NA, individual
Aug 29, 2024 to Aug 29, 2024factForm ADV
← CHIARENZELLI, EVAN, ANDREWOwnerMANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 29, 2024 to Aug 29, 2024factForm ADV

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
Clayton Carter Astore left Craft Wealth Services for Ironclad Income Strategies Llc (registered 2026-05-05)
Form ADVobserved 6 days ago
Occurred
Aug 29, 2024
First Form ADV filing
Craft Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2023
Team lift-out
2 advisors left LPL Financial LLC (Mount Juliet, TN) for Craft Wealth Services a day apart
Form ADVobserved 5 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0d54635-05e1-8491-7638-03da1f82b4fa
First observed: Aug 29, 2024
Last observed: Sep 2, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CRAFT WEALTH SERVICES

CRAFT ASSET MANAGEMENT LLC, CRD 289557

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e0d54635-05e1-8491-7638-03da1f82b4fa

Data as of Sep 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFF MICHAEL DOAN

Certified Financial Planner

Herndon, VA | TAMPA, FL

EVAN ANDREW CHIARENZELLI

n/a

Tampa, FL | TAMPA, FL

WILLIAM EDWARD HENNUM

n/a

TAMPA, FL

n/a

Michael Manna

n/a

TAMPA, FL | Nashville, TN

Nishann C LaNata

n/a

Mt Juliet, TN | Lebanon, TN | TAMPA, FL

WILLIAM P HALLMANN

n/a

NASHVILLE, TN | TAMPA, FL

Nicholas Bruno

n/a

Naugatuck, CT | TAMPA, FL

n/a

STEVEN EDDY

n/a

Reston, VA | TAMPA, FL

n/a

Myles Andrew Jerdan

n/a

TAMPA, FL | Atlanta, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHIARENZELLI, EVAN, ANDREW

MANAGING MEMBER, OWNER/CHIEF COMPLIANCE OFFICER

yes

08/2017

Aug 29, 2024

DOAN, JEFF, MICHAEL

AUTHORIZED MEMBER

yes

01/2020

Aug 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BESPOKE TAX STRATEGY & CPA, P.C.

n/a

HALLMANN ADVISORS CPA'S, P.C.

n/a

City

State

Country

Employees

Also broker-dealer

Clarkston

United States

Nashville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$121M

$119M

n/a

2024

Apr 22, 2025

$92.0M

$90.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$121M

$92.0M

31.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Jun 12, 2023

Jan 1, 2025

MOUNT JULIET, TN

Team lift out

Ibd to RIA

0.0%