Lifecraft Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,991,482
Clients
118
23% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
118
Very HighAverage account size
$550,775
About
LifeCraft serves individual and high‑net‑worth clients with discretionary investment management and financial planning for both taxable and retirement accounts. The firm constructs customized portfolios that principally use low‑cost mutual funds and ETFs and may include individual stocks or bonds, and it will recommend unaffiliated independent managers when appropriate.
The adviser works with clients to define goals, asset allocation and risk tolerance and generally follows a long‑term strategy while making shorter‑term trades for rebalancing or client needs. The brochure notes LifeCraft primarily employs charting (technical) analysis and monitors market indicators to guide security selection and allocation decisions.
Distinctive features disclosed in the brochure include the firm’s institutional relationship with the Altruist platform, from which it receives software and related economic benefits, and the principal’s dual role as a CERTIFIED FINANCIAL PLANNER™ and a licensed insurance professional who may earn commissions from insurance sales (the brochure notes about 10% of monthly time is spent on that activity). The firm also converted to a registered investment adviser in April 2024 after prior industry experience, and the brochure includes specific disclosures about fiduciary duties and potential conflicts related to custody, platform benefits, and insurance referrals.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Fixed fees for financial planning range from $500 to $4,000, negotiable based on complexity.
$0 - $500,000: 1.30% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.85% $1,500,001 - $2,000,000: 0.60% $2,000,001+: 0.45%
Up to $250 per hour for financial planning services.
Fee-only: Investment advisory fees based on tiered schedule as above, billed quarterly in advance.
Main office location
Lifecraft Wealth Management
480 Sawgrass Corporate Parkway, Suite 110
Sunrise FL 33325, United States
Number of offices
1
Most active in
Lifecraft Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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