# Wealth Creation Management Group

Wealth Creation Management Group is a Bank / Wealth / Trust based in Monroe, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Monroe, United States
- **Region:** North America
- **Address:** Monroe, LA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.wealthcmg.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-creation-management-group

## Regulatory record

- **CRD number:** 300539
- **SEC file number:** 801-114788
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300539

## About

Wealth Creation Management Group is an SEC-registered investment adviser since 2019. The firm manages approximately $106 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What investment stages does Wealth Creation Management Group typically target?

As a wealth management practice rather than a private equity or venture firm, the firm does not target investment stages in the traditional sense. Its work centers on asset allocation, manager selection, and portfolio construction across public and private markets, with an emphasis on tax efficiency and estate integration suited to the business-owner and real estate investor clientele common in the Louisiana market.

## Related profiles

- [Wealth Consulting Group](https://altss.com/profile/wealth-consulting-group)
- [Wealth Design](https://altss.com/profile/wealth-design)

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Last updated: 2026-06-03T20:00:00.000Z

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