# Creole Wealth Solutions

Creole Wealth Solutions is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305150

## About

Creole Wealth Solutions, LLC is a state-registered investment adviser with approximately $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Where is Creole Wealth Solutions located and what geographic region does it serve?

Creole Wealth Solutions is headquartered in Baton Rouge, Louisiana, and primarily serves clients in the Gulf South region of the United States (per SEC registration). The firm focuses on the Louisiana wealth market, distinguishing itself from national advisory firms.

### How does Creole Wealth Solutions make investment decisions?

As an RIA, Creole Wealth Solutions acts as a fiduciary and makes investment decisions based on client-specific objectives, risk tolerance, and financial plans (per the firm's regulatory filings). The firm allocates across equities, fixed income, and alternative investments but does not publicly disclose specific investment strategies or portfolio holdings.

### Does Creole Wealth Solutions publicly disclose its AUM or team size?

Creole Wealth Solutions does not publicly disclose its assets under management or the number of professionals on its team (public record). The firm maintains a limited public profile, and no AUM band estimate is available from external sources.

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Last updated: 2026-07-06T01:24:14.882Z

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