Creole Wealth Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305150
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.33%
- HNWI22.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Creole Wealth Solutions, LLC is an independent, individual‑owned registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops. Its fee model is a mix of asset‑based fees, hourly charges and fixed fees. The firm does not present itself as an active ESG investor and is not flagged as a multi‑state adviser. Industry affiliations listed include an insurance company and a pension consultant. Creole Wealth Solution’s operational profile indicates it is not positioned as a capital allocator; instead it relies on third‑party managers and public fund vehicles to implement client strategies.
Assets & Accounts
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities1%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Kirk Blaise
Owner, Investment Advisor RepresentativeCRD 2717609
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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