# WEALTH CREATION MANAGEMENT GROUP LLC

WEALTH CREATION MANAGEMENT GROUP LLC is an SEC-registered investment adviser.

## Registration

- CRD: 300539
- Type: SEC-registered investment adviser
- SEC file number: 801-114788
- Phone: 845-774-1144
- Latest filing: 2026-02-04
- Regulatory AUM: $106.1M
- Discretionary AUM: $106.1M
- Clients: 2
- Accounts: 267

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Charles Barreiro | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Marilyn Louise Vander Plaat | INVESTMENT ADVISOR REPRESENTATIVE/MEMBERPARTNER/CIO/CFO | — |
| BARREIRO JOSEPH CHARLES | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| VANDER PLAAT MARILYN LOUISE | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE; MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300539/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300539/similar
- Related entities: https://search.stillhousedata.com/firm/300539/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300539

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.