RIA Intel›Advisers›New Jersey›WEALTH CREATION MANAGEMENT & TRANSFER, LLC

WEALTH CREATION MANAGEMENT & TRANSFER, LLC

Advisory

N·CHERRY HILL, NJ

Data as of Mar 22, 2023 · Source: SEC Form ADV

Total AUM

$264M

1-Year AUM Growth

-9.2%

3-Year CAGR

+10.4%

Employees

5

Assets Under Management

Total AUM$264M

Discretionary AUM$264M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record26

First FilingDec 1, 2014

Latest FilingMar 22, 2023

🔒 Full AUM trend chart and 26 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEALTH CREATION MANAGEMENT & TRANSFER, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.