WEALTH CREATION MANAGEMENT & TRANSFER, LLC
WEALTH CREATION MANAGEMENT & TRANSFER, LLC of CHERRY HILL, NJ is an SEC-registered investment adviser (CRD 147246). Regulatory assets under management: $264.1M.
Registration
- CRD: 147246
- SEC file number: 801-80698
- Type: Registered investment adviser
- Location: 200 LAKE DRIVE EAST, SUITE 204, CHERRY HILL, NJ, 08002
- Phone: 856-795-7911
- Latest filing: 2023-03-22
- Regulatory AUM: $264.1M
- Discretionary AUM: $264.1M
- Clients: 6
- Accounts: 1,280
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| BARNETT ANDREW JAY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FEDER ERIC MATTHEW | MANAGING MEMBER | — |
| JOHNSTON ANDREW JUDE | CHIEF COMPLIANCE OFFICER | — |
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