CREOLE WEALTH SOLUTIONS, LLC

CREOLE WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 305150). Regulatory assets under management: $22.5M.

Registration

• CRD: 305150
• Type: Registered investment adviser
• Phone: 504-458-4719
• Latest filing: 2026-03-03
• Regulatory AUM: $22.5M
• Discretionary AUM: $22.5M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search