$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
5 yrs Firm Age
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- Custodian
- Betterment · Security Benefit · Wells Fargo
- Clients
- Retail
- Platforms
- Eagle unisonTimber timber
- Established Date
- 12-14-2020
- Office Locations
- 1
Office Locations
-- Richfield MN
About Create, LLC
Create Financial Planning (Create, LLC) is an RIA serving artists, artisans, entrepreneurs, and startup employees with financial planning and investment management. Portfolios are primarily ETF-based, and the firm starts with a 45-minute initial "Canvas" meeting to align goals and next steps. Based in Bloomington, MN; registered in Minnesota and California, with CFP and NAPFA credentials highlighted.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$100.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
North Timber
Client Personas
Meridian
Investment Themes
Matrix legacy Frontier Summit Alpha momentum
Investment Vehicles
Alpha
Services
Foundation value Matrix fusion Alpha Element zenith Ember Insight legacy Zenith radial Timber north Matrix glacier Radial pathway
Technology
Crest horizon Pathway glacier
Owner & Executives
Lindy Grace Venustus
Chief Executive Officer, President
- CRD
- #6192715
- Ownership
- 75% or more
(968) 882-7586
oak.peak@radialcapital.com
in linkedin.com/in/prime-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,817,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,817,438 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,817,438
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,184,799,755 | 100.0% |
| Total | $5,184,799,755 | 100.0% |