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Created Wealth, LLC

CRD 343953SEC# 801-137243Venice, CA
Export (members)
No longer SEC-registered. Created Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
Employees
4
Accounts
Location
Venice, CA

Created Wealth, LLC assets under management

Created Wealth, LLC is an investment advisory firm registered with the SEC based in Venice, CA. It employs 4 people.

Created Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Anne B. Johnston ControlFounder & Managing DirectorOver 75%2019
Sonia Ann GoforthChief Compliance OfficerUnder 5%2026

Frequently asked questions

How many employees does Created Wealth, LLC have?

Created Wealth, LLC reports 4 employees.

Where is Created Wealth, LLC located?

Created Wealth, LLC is based in Venice, CA.

Does Created Wealth, LLC disclose fund performance?

Created Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address555 Rose Avenue,, Studio 6, Venice, CA 90291
Office hours9:00 a.m. - 4:00 p.m.
Discloses disciplinary historyNo

How this firm compares

EmployeesTop 69%
More than 31% of 16,820 advisers