CREATIVE WEALTH MANAGEMENT, LLC

ISLANDIA, New York·1 registered advisor·CRD# 119273
SEC# 801-615130631-232-9170
01

Firm Overview

AUM
$62M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CREATIVE WEALTH MANAGEMENT, LLC

1 registered advisor
Michael David Kresh
ISLANDIA, New York
05

Office Locations

ISLANDIA, New York
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CREATIVE WEALTH MANAGEMENT, LLC (CRD# 119273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.