Crecer Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 335908
· SEC file 801-133811
·
· crecer.app
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $3.5K
- Discretionary
- $3.5K
- Clients
- 20
- Avg AUM / client
- $175
- Accounts
- 20
- Employees
- 2
AUM over time
$0
$3.5K
Jun 3, 2025
Mar 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $3.5K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 898 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
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗