# Creative Capital Wealth Management Group

> Creative Capital Wealth Management Group is a state-registered investment advisory firm in Chester Springs, PA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 304376
- Filed as: CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
- Legal name: Creative Capital Wealth Management Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chester Springs, PA
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304376
- AdvisorCensus page: https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376

## Quick answers

**How is Creative Capital Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Capital Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Creative Capital Wealth Management Group located?**
Creative Capital Wealth Management Group's principal office is in Chester Springs, PA, according to its Form ADV.

**Is Creative Capital Wealth Management Group registered with the SEC or a state?**
Creative Capital Wealth Management Group is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304376.

**How much does Creative Capital Wealth Management Group manage?**
Creative Capital Wealth Management Group reports $35,000,000 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (0% discretionary).

**What types of clients does Creative Capital Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (70).

**Does Creative Capital Wealth Management Group 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/304376

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $35,000,000
- Discretionary: $0
- Non-discretionary: $35,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $10,000,000 |
| High net worth individuals | 70 | $25,000,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ccwmg.com
- Facebook @ccwmg
- LinkedIn @creative-capital-wealth-management-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Capital Wealth Management Group (CRD 304376): Form ADV filing data as of October 2026.