AdvisorCensus / Financial advisors / California / Los Angeles / Created Wealth Advisory
Created Wealth Advisory
Filed as CREATED WEALTH ADVISORY · Legal name Created Wealth LLC
Created Wealth Advisory is an SEC-registered investment advisory firm in Venice, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Created Wealth Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Created Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Created Wealth Advisory located?
Created Wealth Advisory's principal office is in Venice, CA, according to its Form ADV.
Is Created Wealth Advisory registered with the SEC or a state?
Created Wealth Advisory is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343953.
How much does Created Wealth Advisory manage?
Created Wealth Advisory reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Does Created Wealth Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343953
What changed in Created Wealth Advisory's recent Form ADV filings?
In the October 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Created Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Created Wealth Advisory (CRD 343953): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/created-wealth-advisory-venice-ca-343953