Craft&sage Wealth

Craft&sage Wealth (CRD# 323565) is a financial advisory firm headquartered in Kansas City, MO. They manage $250,960,505 in 1,439 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1535 Walnut Street, Suite 107, Kansas City, MO 64108
http://www.craftandsage.com
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $174,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, CA, CO, FL, KS, MO, TX

Financial Advisors at Craft&sage Wealth
Showing 1 - 3 of 3 top financial advisors.
1
John Christy, financial advisor Kansas City MO
John T. Christy
CRD#: 4573758
1535 Walnut Street, Suite 107, Kansas City, MO 64108

John Christy (CRD# 4573758) is an Investment Advisor Representative working at Craft&sage Wealth in Kansas City, MO and has over 21 years of experience in the finance industry.

2
Brian Gloe, financial advisor Kansas City MO
Brian O. Gloe
CRD#: 5664769
1535 Walnut Street, Suite 107, Kansas City, MO 64108

Brian Gloe (CRD# 5664769) is an Investment Advisor Representative working at Craft&sage Wealth in Kansas City, MO and has over 14 years of experience in the finance industry.

3
Frederick Tromans, financial advisor Kansas City MO
Frederick A. Tromans
CRD#: 3257846
1535 Walnut Street, Suite 107, Kansas City, MO 64108

Frederick Tromans (CRD# 3257846) is an Investment Advisor Representative working at Craft&sage Wealth in Kansas City, MO and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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