Creative Capital Wealth Management Group, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 304376
· Chester Springs, PA
· www.facebook.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $35.0M
- Discretionary
- $0
- Clients
- 200
- Avg AUM / client
- $175K
- Accounts
- 170
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 130 | $10.0M | 28.6% |
| High net worth individuals | 70 | $25.0M | 71.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frederick Edwin Hubler | Registered representative | Sep 2019 (7y) | ||
| Liam Mc Intyre | Registered representative | Oct 2024 (2y) | ||
| Sean Patrick Gunning | Registered representative | Jan 2026 (1y) | ||
| Derek Dobin | Registered representative | Feb 2026 (0y) | ||
| Raymond Martin | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Sei Investments Distribution Co. $35.0M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗