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Wealth Creation Management Group LLC

● SEC registered since 2019CRD 300539SEC# 801-114788
Export (members)
Reg. AUM
$95.8M
Employees
2
Accounts
270
Location
—

Wealth Creation Management Group LLC assets under management

Wealth Creation Management Group LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $95.8 million in regulatory assets under management and employs 2 people.
www.wealthcmg.comView on SEC.gov ↗

Wealth Creation Management Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Charles Barreiro ControlManaging Member/Chief Compliance Officer/Investment Advisor Representative50-75%2019
Marilyn Louise Vander Plaat ControlInvestment Advisor Representative/Memberpartner/Cio/Cfo25-50%2019

Frequently asked questions

How much does Wealth Creation Management Group LLC manage?

Wealth Creation Management Group LLC reports $95.8 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Creation Management Group LLC have?

Wealth Creation Management Group LLC reports 2 employees.

Does Wealth Creation Management Group LLC disclose fund performance?

Wealth Creation Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone845-774-1144
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$95.8M
Non-discretionary$0
Total (RAUM)$95.8M