Black Creek Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,894,730
Total clients
60
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$564,912
About
Black Creek Wealth Management is a solo-registered adviser that primarily serves individual clients, including high- and ultra-high-net-worth individuals, offering ongoing portfolio management, financial planning, and pension consulting. The firm prepares an Investment Policy Statement for each client and reports approximately $33.9 million in assets under management across discretionary and non-discretionary accounts.
The firm’s investment approach blends fundamental, quantitative and technical methods and includes long- and short-term trading, options strategies, and a market-timing separately managed account that employs technical analysis and leveraged ETFs. BCWML typically seeks discretionary trading authority, conducts monthly account reviews, and uses a third‑party platform to manage held-away retirement accounts while also providing plan sponsor consulting and participant education.
Several features in the brochure are uncommon among peers: the firm discloses and advertises performance results, accepts performance-based fees for qualified clients (with recent updates to that arrangement), and provides educational seminars and workshops for plan participants. The brochure also documents conflicts-management policies (including soft-dollar considerations and best-execution practices) and specifies custodial relationships with Schwab for client accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee of typically $2000 for financial planning
$0 - $3 Million: 1.50% $3 Million+: 1.00%
Up to $300 per hour for financial planning; $250/hour for modular consulting
25% performance fee on capital appreciation for qualified clients; 0% annual base fee
Fee-only: Fixed fee for financial planning is typically $2000; hourly fee up to $300/hour (non-negotiable $250/hour for modular plans)
Main office location
Black Creek Wealth Management, LLC
Fleming Island FL, United States
Number of offices
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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