A complete list of active advisors currently associated with Black Creek Wealth Management, LLC

Warmer can help you find a great advisor at Black Creek Wealth Management, LLC or one who fits your needs even better.

Black Creek Wealth Management is a solo-registered adviser that primarily serves individual clients, including high- and ultra-high-net-worth individuals, offering ongoing portfolio management, financial planning, and pension consulting. The firm prepares an Investment Policy Statement for each client and reports approximately $33.9 million in assets under management across discretionary and non-discretionary accounts. The firm’s investment approach blends fundamental, quantitative and technical methods and includes long- and short-term trading, options strategies, and a market-timing separately managed account that employs technical analysis and leveraged ETFs. BCWML typically seeks discretionary trading authority, conducts monthly account reviews, and uses a third‑party platform to manage held-away retirement accounts while also providing plan sponsor consulting and participant education. Several features in the brochure are uncommon among peers: the firm discloses and advertises performance results, accepts performance-based fees for qualified clients (with recent updates to that arrangement), and provides educational seminars and workshops for plan participants. The brochure also documents conflicts-management policies (including soft-dollar considerations and best-execution practices) and specifies custodial relationships with Schwab for client accounts.

To learn more about the advisors currently working at Black Creek Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.