# Creative Money LLC

> Creative Money LLC is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated September 24, 2026.

- CRD: 284357
- Filed as: CREATIVE MONEY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284357
- AdvisorCensus page: https://advisorcensus.com/firm/creative-money-llc-284357

## Quick answers

**How is Creative Money LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Money LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Creative Money LLC registered with the SEC or a state?**
Creative Money LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 284357.

**What types of clients does Creative Money LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (413).

**Does Creative Money LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years) and 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284357

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 413 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, IL, WA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284357

### Websites listed on Form ADV (Item 1.I)
- creativemoney.biz
- Facebook @CREATIVEMONEY
- Instagram @cre8tive_money
- LinkedIn @creative-money

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Money LLC (CRD 284357): Form ADV filing data as of October 2026.