Wealth Creation Advisory
RIASEC & State Registered
Total AUM
$4M
Discretionary
$4M
100% of AUM
Avg account
$222K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334997
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Creation Advisory operates as a sole-proprietorship independent RIA that focuses on portfolio management for individuals and small businesses. The firm is registered with the SEC (SEC Registered Year: Unknown) and is state-registered in North Carolina. Ownership is individual, the adviser charges clients on a percentage-of-AUM fee basis, and it does not market itself as an ESG investor, pension consultant, or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities80%
- Cash & Cash Equivalents20%
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