CREAND MANAGEMENT
SEC RegisteredWe help you manage, protect and grow your wealth
About the firm
Creand Wealth Management is a Miami-based broker-dealer which has been licensed since 1995. The firm provides global asset management services for private and institutional investors and is regulated by FINRA, the MSRB, and is a member of SIPC. It operates as a group of affiliated financial entities involved in financial advisory and global wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custody and execution services with multi-currency products and consolidated reporting; personalized wealth management and investment advisory; discretionary managed portfolios; global asset allocation; client strategy and financial planning; global ex-custody advisory; and tailor-made portfolio and investment vehicle advisory services for institutions.
Who they serve
Private investors, institutional investors, Single Family Offices, Multi Family Offices, and External Asset Managers.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 88 | $294M |
| Pension/Profit Sharing Plans | 1 | $49M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CREAND MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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