C
CRD: 305150
Creole Wealth Solutions, LLC
NEW Orleans, LA
5044584719
$22.5M Total AUM
$22.5M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2022
- Office Locations
- 1
Office Locations
-- NEW Orleans LA
About Creole Wealth Solutions, LLC
Creole Wealth Solutions, LLC is a NEW Orleans-based RIA. The firm has been operating for 3 years. Managing $22.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$22.5M AVG AUM / ADVISOR
$450.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Bridge Bridge
Client Personas
Oak legacy
Investment Themes
Zenith Focus
Investment Vehicles
Meridian
Services
Ember unison Unison foundation Pathway atlas Beacon pathway Ember Pioneer Momentum Delta Horizon pathway
Owner & Executives
K
KIRK MICHAEL BLAISE
Chief Compliance Officer, Registered Representative
- CRD
- #2717609
- Ownership
- 75% or more
(500) 457-9292
crest.pioneer@bridgecapital.com
in linkedin.com/in/fusion-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,500,000
Public Funds:
22.3% Cash:
12.5% Corporate - Investment Grade:
29.1% Equity - Exchange:
11.4% U.S. Government/Agency:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $362,826,741 | 22.3% |
| Cash | $203,378,218 | 12.5% |
| Corporate - Investment Grade | $473,464,492 | 29.1% |
| Equity - Exchange | $185,480,935 | 11.4% |
| U.S. Government/Agency | $401,875,359 | 24.7% |
| Total | $1,627,025,745 | 100.0% |