Create My Wealth LLC
RIAState Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$100K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316717
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals42.15%
- Pension & Profit Sharing Plans39.08%
- HNWI18.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Create My Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, with advisory services focused on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management and hourly charges. The firm also engages in other financial product sales. It is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations