Creekmur Wealth Management (Scottsdale)


Creekmur Wealth Management is an adviser based in Scottsdale. It manages $10.23 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2008.

Creekmur Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Creekmur Wealth Management: assets under management

The assets under management (AUM) of Creekmur Wealth Management is $10.23 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10.03 million in discretionary accounts and $199.02 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $528.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Creekmur Wealth Management for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Creekmur Wealth Management performs its advisory services is located at 7373 N. Scottsdale Rd., Scottsdale, AZ 85253, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-353-2169 or by fax 480-998-2883. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.

Registered investment advisers similar to Creekmur Wealth Management