RIA Intelligence

CREATIVE WEALTH MANAGEMENT, LLC

CRD #119273 SEC #801-61513 ISLANDIA, NY 631-232-9170
SEC Registered
Total AUM
$61.5M
Discretionary
$61.5M
Employees
2
Clients
1
Accounts
72

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
KRESH, MICHAEL, DAVIDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 20, 2020 REGISTERED

Notice Filings (5)

FL NH NY TX VT

Address

1377 MOTOR PARKWAY
SUITE 212
ISLANDIA, NY 11749
United States
Phone: 631-232-9170