Wealth Creation Management Group LLC
● SEC registered since 2019CRD 300539SEC# 801-114788
Reg. AUM
$106.1M
Employees
2
Accounts
267
Location
—
Wealth Creation Management Group LLC assets under management
Wealth Creation Management Group LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2019. It reports $106.1 million in regulatory assets under management and employs 2 people.
Wealth Creation Management Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Charles Barreiro Control | Managing Member/Chief Compliance Officer/Investment Advisor Representative | 50-75% | 2019 |
| Marilyn Louise Vander Plaat Control | Investment Advisor Representative/Memberpartner/Cio/Cfo | 25-50% | 2019 |
Frequently asked questions
How much does Wealth Creation Management Group LLC manage?
Wealth Creation Management Group LLC reports $106.1 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Creation Management Group LLC have?
Wealth Creation Management Group LLC reports 2 employees.
Does Wealth Creation Management Group LLC disclose fund performance?
Wealth Creation Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 845-774-1144 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.1M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$106.1Mregulatory AUM
Discretionary $106.1M