CRD: 171632
Creative Wealth Builders, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2014
- Office Locations
- 1
Office Locations
About Creative Wealth Builders, LLC
Creative Wealth Builders is a New York-based independent, fee-only RIA founded by Pamela Diamond, CPA/PFS. The firm provides investment management and financial planning, with portfolio analysis, monitoring, and implementation handled directly by Diamond (25+ years experience) and no commissions or product sales. Client-friendly approach with no minimums; ETF-centric allocations with some U.S. government bonds/cash, typically custodied at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAMELA ANN DIAMOND
Chief Compliance Officer, Financial Professional, PRINCIPAL
- CRD
- #5456454
- 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 | $19,868,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,868,000 | -- |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing