Unclaimed Profile

Wesley William Creese

RIVERSTONE WEALTH MANAGEMENT LLC·WEXFORD, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 63, Series 65PFS24 years registeredRIVERSTONE WEALTH MANAGEMENT LLC

2559A BRANDT SCHOOL RD, WEXFORD, PA 15090CRD# 2967082Firm CRD# 287766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wesley William Creese · WEXFORD, PA

Registration

CRD #2967082 · RIVERSTONE WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RIVERSTONE WEALTH MANAGEMENT LLC

CARNEGIE INVESTMENT COUNSEL

Nov 2022 – Sep 2025

Fort Meyers, FL

HOFFMAN CAPITAL ADVISORS LLC

Jun 2017 – Mar 2023

CRANBERRY TWP, PA

HEFREN-TILLOTSON, INC.

Apr 2002 – Nov 2017

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 18, 2002

Years registered · 24

Professional designation · PFS

Disclosure History

2020Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HOFFMAN CAPITAL ADVISORS LLC

CRD 287766 · SEC 801-114896

AUM

$133M

Regulatory assets under management

Employees

693 client accounts

Services offered by HOFFMAN CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOFFMAN CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Wesley William Creese offer?

Wesley William Creese specializes in Financial Planning, Investment Management.

What are Wesley William Creese's credentials?

Wesley William Creese holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Wesley William Creese located?

Wesley William Creese is based in WEXFORD, Pennsylvania, last registered with RIVERSTONE WEALTH MANAGEMENT LLC.

How does Wesley William Creese charge for services?

Wesley William Creese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERSTONE WEALTH MANAGEMENT LLC?

RIVERSTONE WEALTH MANAGEMENT LLC has approximately 6 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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