Create My Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$795,000
Clients
12
Advisors
1
of 1 employees
About
Create My Wealth LLC serves individual and high‑net‑worth clients with ongoing discretionary portfolio management and financial planning services, including retirement and college planning. The firm documents client-specific Investment Policy Statements and offers both ongoing account management and one‑time financial plans; its brochure also indicates it can work with pension or profit‑sharing plan clients, a less common client type for solo independent advisers.
The firm’s investment process emphasizes individualized IPS-driven decisions and uses a mix of analytical methods — including charting, fundamental, quantitative, technical analysis, and modern portfolio theory — alongside strategies that range from long‑term investing to margin and options trading and allocations to ETFs, private placements, venture capital, REITs and commodities. Create My Wealth typically manages accounts on a discretionary basis, requires clients to use a specified custodian (Interactive Brokers), and states it seeks best execution and fair allocation of opportunities across client accounts.
Noteworthy distinctions include the availability of performance‑based fee arrangements for qualified clients, which creates potential incentive differences versus asset‑based billing, and the firm’s very small operational scale with a limited client base. The brochure also discloses the principal’s outside business activities (mortgage loan origination, insurance sales, and short‑term rentals), which the firm identifies as potential conflict sources it will disclose to clients.
Client services
Expertise
Fee options
$0 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $999,999: 1.15% $1,000,000 - $1,499,999: 1.00% $1,500,000 - $1,999,999: 0.85% $2,000,000+: 0.70%
$150 to $399 per hour
2.00% annual management fee plus 10.00% on capital appreciation (performance fee) for qualified clients
Main office
Winnetka CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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