ASHCRAFT WEALTH ADVISORS LLC

ASHCRAFT WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 173658). Regulatory assets under management: $3.8M.

Registration

• CRD: 173658
• Type: Registered investment adviser
• Phone: 863-409-8771
• Latest filing: 2025-11-06
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search