RIA Intel›Advisers›Pennsylvania›CREATIVE CAPITAL WEALTH MANAGEMENT GROUP, INC.

CREATIVE CAPITAL WEALTH MANAGEMENT GROUP, INC.

Advisory

CHESTER SPRINGS, PA

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in PA
#1,127
of 1,528 advisers by AUM
Average account
$206K
across 170 accounts
AUM per adviser
$7M
5 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM
$35M
Discretionary %
0%
Clients
200
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$35M
Discretionary AUM$0
Non-Discretionary AUM$35M
Discretionary %0%
Total Clients200
Team
Total Employees5
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

GALOVICH FINANCIAL PLANNING SERVICES, INC.
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$35M
0.0% 1Y
WINDSOR SECURITIES INC.
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$35M
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STOREHOUSE INVESTMENTS LLC
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$35M
MOONDANCE INVESTMENT ADVISORS, LLC
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$35M
FIN PLAN CONSULTANTS INC
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$35M
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CIRA SCM, LLC
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$35M
-90.2% 1Y

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