This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2021
- Office Locations
- 1
Office Locations
About Black Creek Wealth Management, LLC
Black Creek Wealth Management is a Fleming Island, FL RIA providing investment management with active portfolio oversight plus comprehensive financial planning (tax, retirement income, legacy). The firm serves hardworking individuals building wealth or nearing retirement, with no net-worth minimum. It leverages a network of CPAs and attorneys for complex situations and typically custodies client assets at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CORY MATTHEW SHRADER
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5618406
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,357,925 | -- |
| Non-Discretionary | $2,536,805 | -- |
| Total | $33,894,730 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing