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WEALTH CREATION MANAGEMENT GROUP LLC
CRD 300539 · SEC 801-114788
NJ, United States
Phone
845-774-1144
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.1M
Discretionary AUM
$106.1M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $36.5M |
| High net worth individuals | 21 | $64.9M |
| Corporations/business entities | 1 | $4.8M |
States served
NJ, NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD