CREATE WEALTH MANAGEMENT, LLC
CREATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 314830). Regulatory assets under management: $6.1M.
Registration
- CRD: 314830
- SEC file number: 801-121428
- Type: Registered investment adviser
- Phone: 818-912-1340
- Latest filing: 2026-03-18
- Regulatory AUM: $6.1M
- Discretionary AUM: $6.1M
- Clients: 1
- Accounts: 31
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Carreon Christian Fernando | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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