{
  "crd_number": 300539,
  "slug": "wealth-creation-management-group-llc-300539",
  "primary_business_name": "WEALTH CREATION MANAGEMENT GROUP LLC",
  "legal_name": "WEALTH CREATION MANAGEMENT GROUP LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-03-06",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 106116250.0,
  "raum_discretionary": 106116250.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36486250.0,
      "count": 136
    },
    "high_net_worth_individuals": {
      "raum": 64860000.0,
      "count": 21
    },
    "corporations_other_businesses": {
      "raum": 4770000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://wealthcmg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300539",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wealth-creation-management-group-llc-300539",
  "display_name": "Wealth Creation Management Group LLC",
  "summary": "Wealth Creation Management Group LLC is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Wealth Creation Management Group LLC (CRD 300539): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Creation Management Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Creation Management Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wealth Creation Management Group LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 states: Flat fee: $250 to $1,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Wealth Creation Management Group LLC registered with the SEC or a state?",
      "a": "Wealth Creation Management Group LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300539."
    },
    {
      "q": "How much does Wealth Creation Management Group LLC manage?",
      "a": "Wealth Creation Management Group LLC reports $106,116,250 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealth Creation Management Group LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Creation Management Group LLC: Regulatory assets under management: $60,000,000 in the October 2021 data and $106,116,250 in the October 2026 data, up 77%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Creation Management Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (136); high net worth individuals (21); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Wealth Creation Management Group LLC use?",
      "a": "Wealth Creation Management Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Creation Management Group LLC report any disciplinary disclosures?",
      "a": "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/300539"
    },
    {
      "q": "Does Wealth Creation Management Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 says: \"WCMG does not require a minimum to open an account.\""
    },
    {
      "q": "What changed in Wealth Creation Management Group LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $95,791,416 to $106,116,250 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 60000000.0,
      "total_employees": 2,
      "filing_date": "2021-01-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 74000000.0,
      "total_employees": 2,
      "filing_date": "2022-01-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 65000000.0,
      "total_employees": 2,
      "filing_date": "2023-02-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 78498284.0,
      "total_employees": 2,
      "filing_date": "2024-01-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 95791416.0,
      "total_employees": 2,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 106116250.0,
      "total_employees": 2,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $95,791,416 to $106,116,250 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $250 to $1,000 (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "WCMG does not require a minimum to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $1,000 (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on a flat fee between $250 and $1,000. Fees for financial plans are billed 50% in advance with the balance due upon plan delivery."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 1000.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "WCMG does not require a minimum to open an account.",
      "Financial Planning Services are offered based on a flat fee between $250 and $1,000. Fees for financial plans are billed 50% in advance with the balance due upon plan delivery."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-creation-management-group-llc-300539.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 136,
      "fewer_than_5": false,
      "raum": 36486250.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 64860000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4770000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300539",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}