WEALTH CREATION MANAGEMENT & TRANSFER, LLC

WEALTH CMT
CHERRY HILL, New Jersey·3 registered advisors·CRD# 147246
SEC# 801-806980856-795-7911
01

Firm Overview

AUM
$264M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEALTH CREATION MANAGEMENT & TRANSFER, LLC

3 registered advisors
Andrew Jay Barnett
CHERRY HILL, New Jersey
Andrew Jude Johnston
CHERRY HILL, New Jersey
Eric Matthew Feder
CHERRY HILL, New Jersey
05

Office Locations

CHERRY HILL, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. WEALTH CREATION MANAGEMENT & TRANSFER, LLC (CRD# 147246) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.