Craft Wealth Management Llc
- Regulatory AUM
- $10.7M
- Discretionary
- $10.7M
- Clients
- 67
- Avg AUM / client
- $160K
- Accounts
- 67
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 63 | $10.3M | 96.8% |
| Corporations and other businesses | 4 | $340K | 3.18% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barry Michael Kiront | Chief Executive Officer/Managing Member/Portfolio Manager | Nov 2014 (12y) | ≈ 18.75% – 50% via Craft Asset Holdings Llc | |
| Stephen Mark Kiront | Member | Nov 2014 (12y) | ≈ 18.75% – 50% via Craft Asset Holdings Llc | |
| Richard Joseph Rizzuto | Registered representative | Aug 2021 (5y) | ||
| Scott David Werling | Registered representative | Aug 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Craft Asset Holdings Llc | Owner Shareholder | Jan 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Barry Michael Kiront: 25% – 50% of Craft Asset Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Stephen Mark Kiront: 25% – 50% of Craft Asset Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- RBC $9.2M (86% of AUM) Mar 2026
- Interactive Brokers $21.9K (0% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗