Wealth Creation Management Group LLC
Wealth Creation Management Group LLC is an SEC-registered mass-market adviser with $106.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wealth Creation Management Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300539, SEC 801-114788, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $106.1M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 158
- CRD
- 300539
- Ownership
- VANDER PLAAT, MARILYN, LOUISE; BARREIRO, JOSEPH, CHARLES
How much AUM does Wealth Creation Management Group LLC have?
Wealth Creation Management Group LLC reported $106.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Wealth Creation Management Group LLC?
Disclosed owners and executives of Wealth Creation Management Group LLC include VANDER PLAAT, MARILYN, LOUISE, BARREIRO, JOSEPH, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.