Creative Wealth Builders, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171632
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.4%
- Individuals38.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Creative Wealth Builders, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individual clients and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm also lists accounting among its business activities and affiliations. Creative Wealth Builders is not a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a capital allocator or pension consultant.
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 Equities82%
- US Government Bonds10%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Pamela Diamond
AccountantCRD 5456454
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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