Creative Wealth Builders, LLC

Overview

Creative Wealth Builders, LLC is an independent Registered Investment Adviser operating as a limited liability company that serves individual and family clients. The firm combines accounting services with advisory work, offering financial planning and portfolio management tailored to individuals and small businesses. Its business model supports fee arrangements based on a percentage of assets under management, hourly charges, and fixed-fee engagements. The adviser reports an owner-type of an individual and does not position itself as a capital allocator. It does not identify as an active ESG investor and its filings indicate it is not a multi-state or newly formed adviser. Advisory services emphasize traditional planning and discretionary portfolio oversight rather than institutional or pension consulting.

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Public Holdings

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Location & Offices