CREATIVE WEALTH BUILDERS, LLC

CREATIVE WEALTH BUILDERS, LLC is an SEC-registered investment adviser (CRD 171632). Regulatory assets under management: $19.9M.

Registration

• CRD: 171632
• Type: Registered investment adviser
• Phone: (516) 538-7604
• Latest filing: 2026-02-27
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171632 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search