# CREATE WEALTH FINANCIAL PLANNING LLC

CREATE WEALTH FINANCIAL PLANNING LLC is an SEC-registered investment adviser.

## Registration

- CRD: 311758
- Type: SEC-registered investment adviser
- Phone: 904-201-3227
- Latest filing: 2026-01-28
- Regulatory AUM: $20.0M
- Discretionary AUM: $18.9M
- Non-discretionary AUM: $1.1M
- Clients: 1
- Accounts: 140

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311758/similar
- Related entities: https://search.stillhousedata.com/firm/311758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311758

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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.