Creole Wealth Solutions, LLC

Overview

Creole Wealth Solutions, LLC is an independent, owner-operated registered investment adviser organized as an LLC serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Creole is not positioned as an ESG-focused allocator and is not billed as a multi-state adviser. The firm does not identify itself as a capital allocator; instead it relies on third-party fund managers and pooled vehicles to implement client strategies. Custody is centralized through a retail custodian (see Assets & Accounts), which aligns with a model focused on discretionary portfolio implementation and client advisory work rather than direct principal investing.

Assets & Accounts

Public Holdings

Investments & Alternatives