Wealth Creation Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$106,116,250
Total clients
157
13% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$675,900
About
Wealth Creation Management Group LLC provides discretionary asset management and financial planning to individual and high‑net‑worth clients. Its services include ongoing portfolio management, financial plans that cover wills, estate and tax considerations, retirement and college planning, and public seminars and workshops intended to educate prospective clients.
The firm tailors investment programs to each client’s goals, time horizon and risk tolerance and uses a mix of fundamental, technical, charting and cyclical analysis across strategies that range from long‑term holdings to short‑term trading; accounts are monitored and reviewed at least quarterly and rebalanced as needed. WCMG also manages held‑away retirement plan participant accounts through a third‑party platform, enabling discretionary rebalancing without taking custody of client login credentials.
Distinctive elements noted in the brochure include its free public seminars and workshops, a feature that is uncommon among similar firms, and the use of a third‑party held‑away platform to actively manage defined contribution participant accounts. The firm reports about $106.1 million in discretionary assets under management and its principals are licensed insurance agents who may receive external compensation for insurance products, a disclosed potential conflict of interest.
Client services
Expertise
Fee options
Financial planning fees between $250 and $1,000, billed 50% in advance, balance due upon plan delivery
$0 - $1,000,000: 1.75% Over $1,000,000+: 1.10%
Main office location
Wealth Creation Management Group LLC
Monroe NY, United States
Number of offices
1
Most active in
Florida · New Jersey · New York · North Carolina
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.
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