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| Wealth Creation Management Group LLC
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| |
|---|---|
| CRD # | 300539 |
| SEC # | 801-114788 |
| CIK # | |
| AUM | $78.5 MM (2024-01-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-774-1144 |
| Address | 15 Pinehurst Circle Monroe, NY 10950 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 28.1 |
| (b) Individuals (high net worth individuals) | 21 | 46.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 262 | 78.5 |
| By Discretionary | ||
| Discretionary | 262 | 78.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 262 | 78.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 78.4 | |
| Total | 262 | 78.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
NorthStar Financial Management Inc
✚
|
ID | 0.1 |
|
Skyview Financial Group LLC
✚
|
FL | 0.1 |
|
7 Streets Financial LLC
✚
|
CA | 0.1 |
|
Invictus Timing Service Ltd
✚
|
NY | 0.1 |
|
Mollot & Hardy Inc
✚
|
NY | 0.1 |
|
IA Private Wealth USA Inc
✚
|
0.1 | |
|
Maseco Asia Limited
✚
|
0.1 | |
|
Pathfinder Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Designer Technologies Inc
✚
|
TX | 0.1 |