Wealth Creation Management Group LLC

Wealth Creation Management Group LLC (CRD# 300539) is a financial advisory firm headquartered in , . They manage $78,498,284 in 262 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.wealthcmg.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $299,612
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY

Financial Advisors at Wealth Creation Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Barreiro, financial advisor Monroe NY
Joseph C. Barreiro
CRD#: 2438140
Monroe, NY

Joseph Barreiro (CRD# 2438140) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 30 years of experience in the finance industry.

2
Marilyn Vander Plaat, financial advisor Monroe NY
Marilyn L. Vander Plaat
CRD#: 5245671
Monroe, NY

Marilyn Vander Plaat (CRD# 5245671) is an Investment Advisor Representative working at Wealth Creation Management Group LLC in Monroe, NY and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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