Crafted Finance, LLC registers with the SEC

New SEC-registered adviser · CRD 283318 · 801-137319 · effective 2026-09-17

Effective 2026-09-17. 2 employees (1 advisory), $103M regulatory AUM across 472 accounts. Notice-filed in AL, CA, WA, TX. Limited Liability Company (WA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance

Registration history

2026-09-17 — New SEC-registered adviser
2026-08-17 — New state-registered adviser