Creative Money Llc
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ADV data as of Aug 03, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 413
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 413 | $0 | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Melinda Janelle Crary | Registered representative | CFP | Apr 2017 (9y) | |
| Samantha Marie Kirby | Registered representative | CFP | Apr 2017 (9y) | |
| Joann Nieciecki | Registered representative | Apr 2022 (4y) | ||
| Martha Jane Mc Neely | Registered representative | Aug 2024 (2y) | ||
| Penelope Claire C Holmes | Registered representative | CFP | Sep 2025 (1y) |
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) | 07/06/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
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: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗