Black Creek Wealth Management, LLC

Overview

Black Creek Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm blends financial planning with discretionary portfolio management for individuals and small businesses and supplements client relationships with educational seminars and workshops. Investment activity shows a clear tilt toward publicly traded equities as the primary allocation tool; the firm favors exchange-traded instruments for core exposure and cost-efficient implementation while using tailored strategies where clients require customization. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and performance-based structures, allowing the firm to serve a mix of straightforward advisory relationships and more bespoke mandates. Black Creek is not positioned as a multi-state or institutional pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices