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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-06-2019
- Office Locations
- 1
Office Locations
About Wealth Creation Management Group LLC
Wealth Creation Management Group, LLC is a private wealth investment advisory firm serving multigenerational clients across net worth tiers. Portfolios are personally managed and modeled for long-term asset allocation, with a growth tilt toward “exponential” technologies (AI, robotics, EVs, clean energy) implemented primarily through stocks and ETFs. A differentiator is its proprietary, algorithm-driven trading approach that seeks to accumulate positions below market and deploy through downturns; custody includes Schwab/TD Ameritrade.
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Custodian
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Owner & Executives
JOSEPH CHARLES BARREIRO
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2438140
- Ownership
- 50% but less than 75%
MARILYN LOUISE VANDER PLAAT
Chief Financial Officer, Chief Investment Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5245671
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,116,250 | $397,439 |
| Non-Discretionary | $0 | -- |
| Total | $106,116,250 | $397,439 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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