WEALTH CREATION MANAGEMENT & TRANSFER, LLC
Legal name: WEALTH CMT
CRD #147246 SEC #801-80698 CHERRY HILL, NJ 856-795-7911
SEC Registered
Total AUM
$264.1M
Discretionary
$264.1M
Employees
6
Clients
101
Accounts
1,280
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $264.1M | $264.1M | $0 | 6 | 1 |
| Mar 2022 | $290.8M | $290.8M | $0 | 6 | 1 |
| Oct 2021 | $236.3M | $236.3M | $0 | 6 | 0 |
| Oct 2021 | $236.3M | $236.3M | $0 | 6 | 0 |
| Sep 2021 | $236.3M | $236.3M | $0 | 6 | 0 |
| Jun 2021 | $236.3M | $236.3M | $0 | 6 | 0 |
| Apr 2021 | $236.3M | $236.3M | $0 | 6 | 0 |
| Mar 2021 | $236.3M | $236.3M | $0 | 6 | 0 |
| Sep 2020 | $196.2M | $196.2M | $0 | 7 | 0 |
| Jun 2020 | $196.2M | $196.2M | $0 | 7 | 0 |
| Mar 2020 | $196.2M | $196.2M | $0 | 7 | 0 |
| Mar 2020 | $196.2M | $196.2M | $0 | 7 | 0 |
| Mar 2019 | $145.8M | $145.8M | $0 | 6 | 0 |
| Oct 2018 | $153.1M | $153.1M | $0 | 6 | 0 |
| Aug 2018 | $153M | $153M | $0 | 6 | 0 |
| May 2018 | $153M | $153M | $0 | 6 | 0 |
| Mar 2018 | $153M | $153M | $0 | 6 | 0 |
| Mar 2018 | $153M | $153M | $0 | 6 | 151 |
| Mar 2018 | $153M | $153M | $0 | 6 | 151 |
| Jun 2017 | $134.7M | $134.7M | $0 | 5 | 100 |
| Mar 2017 | $134.7M | $134.7M | $0 | 5 | 100 |
| Aug 2016 | $122.9M | $122.9M | $0 | 5 | 100 |
| Mar 2016 | $122.9M | $122.9M | $0 | 5 | 100 |
| May 2015 | $106M | $106M | $0 | 5 | 115 |
| Jan 2015 | $106M | $106M | $0 | 5 | 115 |
| Dec 2014 | $106M | $106M | $0 | 5 | 115 |
DateMar 2023
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$290.8M
Discretionary$290.8M
Non-Disc.$0
Employees6
Clients1
DateOct 2021
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees6
Clients151
DateMar 2018
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees6
Clients151
DateJun 2017
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients100
DateMar 2017
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients100
DateAug 2016
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$122.9M
Discretionary$122.9M
Non-Disc.$0
Employees5
Clients100
DateMay 2015
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients115
DateJan 2015
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients115
DateDec 2014
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients115