Wealth Creation Management Group LLC

Overview

Wealth Creation Management Group LLC is an independent registered investment adviser founded and SEC-registered in 2019 and organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients, delivering fee-based financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its advisory mandate is predominantly discretionary, and the firm charges a mix of percentage-of-AUM and fixed fees. Investment approach centers on core public fund strategies, with portfolio construction built around mutual funds and separately managed account sleeves. The firm does not position itself as an ESG-focused investor. Given its business activities, Wealth Creation Management Group tends to allocate across diversified public fund vehicles supplemented by select alternative exposure, and it emphasizes ongoing client education as part of its advisory offering.

Assets & Accounts

Investments & Alternatives

Location & Offices