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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSTON, ANDREW, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSTON, ANDREW, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSTON, ANDREW, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSTON, ANDREW, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSTON, ANDREW, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSTON, ANDREW, JUDE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER | D | Control |
| BARNETT, ANDREW, JAY | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
| FEDER, ERIC, MATTHEW | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 22, 2023 REGISTERED
Notice Filings (8)
CA CO NE NH NJ NY PA TX
Address
200 LAKE DRIVE EASTSUITE 204
CHERRY HILL, NJ 08002
United States
Phone: 856-795-7911