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| Wealth Creation Management Group LLC
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|
|---|---|
| CRD # | 300539 |
| SEC # | 801-114788 |
| CIK # | |
| AUM | $106.1 M (2026-02-04) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-774-1144 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 36.5 |
| (b) Individuals (high net worth individuals) | 21 | 64.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 106.1 |
| By Discretionary | ||
| Discretionary | 267 | 106.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 267 | 106.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 105.9 | |
| Total | 267 | 106.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaltbaum Capital Management LLC
✚
|
0.1 | |
|
Taber Asset Management LLC
✚
|
0.1 | |
|
Eagleson Arndt Financial Advisors LLC
✚
|
CA | 0.1 |
|
Maseco Asia Limited
✚
|
0.1 | |
|
Financial Design Studio Inc
✚
|
IL | 0.1 |
|
Venture Forth Financial LLC
✚
|
0.1 | |
|
E & R Wealth Management LLC
✚
|
SC | 0.1 |
|
XENA Financial Planning LLC
✚
|
OR | 0.1 |
|
Invictus Timing Service Ltd
✚
|
NY | 0.1 |
|
Bespoke Investment Group LLC
✚
|
NY | 0.1 |