Create My Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$515,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$51,500
About
Create My Wealth offers portfolio management and financial planning services primarily for individual investors, including high‑net‑worth clients and, on occasion, pension or profit‑sharing plan clients. The firm documents client objectives and risk tolerance in an Investment Policy Statement that guides asset selection and ongoing portfolio monitoring.
Investment decisions draw on a blend of charting, fundamental, technical and quantitative analysis and modern portfolio theory, and the firm may employ long‑term trading, options and margin strategies as well as investments in ETFs, private placements and venture capital. Accounts are generally managed on a discretionary basis, reviewed periodically, and the firm requires use of a specified broker‑dealer for execution and custody.
A noteworthy feature is the availability of performance‑based fee arrangements for qualified clients, with high‑water‑mark provisions and policies to address side‑by‑side conflicts—an arrangement that is uncommon among independent advisers. The firm operates with a small client base and limited assets under management and discloses that certain principals engage in outside mortgage‑broker activities, which it identifies and manages as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Annuities
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.15% $1,000,000 - $1,499,999: 1.00% $1,500,000 - $1,999,999: 0.85% $2,000,000+: 0.70%
$150 - $399 per hour
2.00% annual management fee plus 10.00% performance fee on capital appreciation for Qualified Clients
Main office location
Create My Wealth LLC
Winnetka CA, United States
Number of offices
1
Most active in
Create My Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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