Investment adviser · CRD 147246
WEALTH CMT
Investment adviser filing (IA)
WEALTH CREATION MANAGEMENT & TRANSFER, LLC
CHERRY HILL, NJ, United States · Form ADV filed Mar 22, 2023
- Regulatory AUM
- $264M Form ADV · Item 5.F
- Client accounts
- 1,280 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 86 | $223,637,117 | 84.7% |
| Individuals | 139 | $37,487,251 | 14.2% |
| Charities | Fewer than 5 | $2,652,607 | 1.0% |
| Retirement plans | Fewer than 5 | $316,847 | 0.1% |
Filing source
Form ADV 1726242 · Mar 22, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
200 LAKE DRIVE EAST, SUITE 204CHERRY HILL, NJ, 08002, United States
CRD 147246
Filing source
Form ADV 1726242 · Mar 22, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.