# Create Wealth Management, LLC

> Create Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 314830
- Filed as: CREATE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314830
- AdvisorCensus page: https://advisorcensus.com/firm/create-wealth-management-llc-314830

## Quick answers

**How is Create Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Create Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Create Wealth Management, LLC registered with the SEC or a state?**
Create Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314830.

**How much does Create Wealth Management, LLC manage?**
Create Wealth Management, LLC reports $6,103,502 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Create Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Create Wealth Management, LLC: Regulatory assets under management: $0 in the October 2021 data and $6,103,502 in the October 2026 data. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Create Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (1).

**Does Create Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314830

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,103,502
- Discretionary: $6,103,502
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $4,796,168 |
| High net worth individuals | 1 | $1,307,334 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [createwm.com](https://createwm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | September 23, 2021 |
| October 2026 | $6,103,502 | 1 | March 18, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $6,103,502 in the October 2026 data.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Create Wealth Management, LLC (CRD 314830): Form ADV filing data as of October 2026.