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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 06-07-2021
- Office Locations
- 1
Office Locations
About Create Wealth Management, LLC
Create Wealth Management is a boutique RIA led by founder/CIO Christian Carreon, providing investment advisory and portfolio management through a systematic risk-management process. The approach targets dynamic market exposure - aiming to stay invested in strong markets while emphasizing capital preservation in down markets - and focuses on investing in innovative "companies of tomorrow" using vehicles including ETFs. Custody includes Schwab and Interactive Brokers.
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Owner & Executives
Christian Fernando Carreon
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6721124
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,103,502 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,103,502 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,103,502
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,711,439,198 | 32.2% |
| Cash | $2,500,923,732 | 29.7% |
| Equity - OTC | $3,208,255,697 | 38.1% |
| Total | $8,420,618,627 | 100.0% |