Create Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,103,502
Total clients
13
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$469,500
About
Create Wealth Management, LLC provides discretionary investment advisory services to individuals (including high-net-worth clients), trusts, retirement plans, and business entities, managing roughly $6.1 million in client assets for a small number of accounts. The firm operates as a solo independent adviser and delivers individualized portfolio management tailored to clients’ objectives and risk tolerances.
The firm’s investment process draws on a broad toolkit — fundamental, technical, quantitative, cyclical and sector analysis — and implements strategies from strategic and tactical asset allocation to more active instruments such as options, futures, and inverse and leveraged ETFs. In managing accounts, Create W.M. uses margin/borrowing in separately managed accounts, executes block trades, and generally requires discretionary authority while limiting client-imposed investment restrictions.
Noteworthy for a small, single-advisor RIA, the use of borrowing in client accounts is explicitly disclosed and identified as part of its strategy and risk profile, a practice that is uncommon among peers. The firm also discloses the use of performance-based compensation subject to periodic high-water mark mechanics and routinely requires clients to custody assets with a specified qualified custodian, arrangements it says are managed through oversight and allocation policies to address potential conflicts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$100,000 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually
Up to 20% of net profits for the previous quarter's account management, charged only to Qualified Clients with at least $1,000,000 under management or net worth of $2,100,000.
Main office location
Create Wealth Management, LLC
Porter Ranch CA, United States
Number of offices
1
Most active in
Create Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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:
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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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