Wealth Creators, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Although classified as an investment manager that often focuses on pooled or institutional assets, the firm’s brochure describes direct work with families and individuals, providing financial planning and ongoing monitoring of progress toward goals. It frames its services around helping clients define financial goals and directing cash flow to achieve them.
The firm emphasizes a long-term investment approach and discourages market timing, with investment choices tied to client goals. It charges fixed planning fees and a periodic retainer for ongoing monitoring rather than using a percentage-of-assets fee model and delivers regular written progress reports.
The firm publishes a financial education book, Young Money Masters, and conducts public speaking targeted at teenagers and young adults, an educational outreach uncommon among firms in this category. This combination of retail-focused planning services, educational products, and non‑AUM fee arrangements distinguishes its practice from managers that primarily serve pooled or institutional accounts.
Client services
Financial planning
Expertise
Cash flow / budgeting
Demographic focus
Young Professionals
Fee options
$1,000 to develop initial financial plan, half due before start and half upon completion, refundable based on time spent if contract terminated
Retainer fee for monitoring progress (amount not specified)
Main office location
Wealth Creators, LLC
Irving TX, United States
Number of offices
1
Most active in
Wealth Creators, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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