C
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
-- Winnetka CA
About Create MY Wealth LLC
Create My Wealth LLC is an investment adviser in Winnetka, CA providing financial and investment planning, portfolio construction, and insurance/annuity guidance for retail and institutional clients, including qualified purchasers. Portfolios are primarily ETF-based, with an emphasis on asset allocation and socially responsible investing; custody is through Charles Schwab & Co.
Team overview
31 AVG AGE
$1.3M AVG AUM / ADVISOR
$100.4K AVG AUM / CLIENT
4.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREAS YANIK
Chief Compliance Officer, Managing Member
- CRD
- #6158888
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,305,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,305,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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