DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WEALTH CMT

WEALTH CREATION MANAGEMENT & TRANSFER, LLC, CRD 147246

CHERRY HILL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0c4b790-9c99-96cd-ef51-6c1bf2e74741

Data as of Mar 22, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Dec 1, 2014 to Mar 22, 2023
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $264MItem 5.F on the latest filing (2023-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $264M
Private client RAUM: $261MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,280
Individual clients: 139
High net worth clients: 86
SEC number: 801-80698
CRD: 147246
Filings on the tape: 26
First filed: Dec 1, 2014
Latest filed: Mar 22, 2023
Organised: Limited Liability Company, New Jersey

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARNETT, ANDREW, JAY	MANAGING MEMBER	D	yes	04/2008	Dec 1, 2014	Mar 22, 2023
FEDER, ERIC, MATTHEW	MANAGING MEMBER	D	yes	01/2010	Dec 1, 2014	Mar 22, 2023
JOHNSTON, ANDREW, JUDE	CHIEF COMPLIANCE OFFICER	Na	no	05/2021	Jun 2, 2021	Mar 22, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 22, 2023	$264M	$264M	6	5	0	n/a	n/a
2021	Mar 9, 2022	$291M	$291M	6	4	0	n/a	n/a
2020	Mar 17, 2021	$236M	$236M	6	5	0	n/a	n/a
2019	Mar 20, 2020	$196M	$196M	7	5	0	n/a	n/a
2018	Mar 27, 2019	$146M	$146M	6	4	1	n/a	n/a
2017	Mar 2, 2018	$153M	$153M	6	4	1	n/a	n/a
2016	Mar 10, 2017	$135M	$135M	5	3	n/a	n/a	n/a
2015	Mar 23, 2016	$123M	$123M	5	3	n/a	n/a	n/a
2014	Jan 30, 2015	$106M	$106M	5	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$264M	$291M	-9.2%	$196M	10.4%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	4	Oct 23, 2023	Oct 19, 2023	CHERRY HILL, NJ	Firm absorbed	RIA to ibd	100.0%

Relationships

Controls (2)

← BARNETT, ANDREW, JAYOwnerMANAGING MEMBER, ownership code D, individual
Dec 1, 2014 to presentfactForm ADV
← FEDER, ERIC, MATTHEWOwnerMANAGING MEMBER, ownership code D, individual
Dec 1, 2014 to presentfactForm ADV

Owns (1)

← JOHNSTON, ANDREW, JUDEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 2, 2021 to presentfactForm ADV

Registered with (7)

← Andrew Jay BarnettAdvisorregistration: previous registration
Jul 21, 2008 to Oct 23, 2023factForm ADV
← Eric FederAdvisorregistration: previous registration
Jul 13, 2011 to Oct 23, 2023factForm ADV
← Andrew JohnstonAdvisorregistration: previous registration
Dec 18, 2014 to Oct 23, 2023factForm ADV
← Michael VinciAdvisorregistration: previous registration
Sep 22, 2020 to Oct 23, 2023factForm ADV
← Dustin Michael WillingAdvisorregistration: previous registration
May 11, 2022 to Apr 10, 2023factForm ADV
← Joseph Dominic DiCriscioAdvisorregistration: previous registration
Feb 25, 2020 to Jan 7, 2022factForm ADV
← RYAN RICKUSAdvisorregistration: previous registration
May 31, 2017 to Jun 3, 2020factForm ADV

Moved with (1)

→ HIGHTOWER ADVISORS, LLCRegistered adviser4 advisors, firm absorbed, same day
Oct 23, 2023 to Oct 19, 2023factForm ADV

Dated events

Occurred
Oct 23, 2023
Firm absorbed
Wealth Cmt's advisors moved to Hightower Advisors, LLC (Cherry Hill, NJ): 4 of 4 registered, on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Oct 23, 2023
Advisor changed firm
Andrew Johnston left Wealth Cmt for Hightower Advisors, Llc (registered 2023-09-18)
Form ADVobserved 6 days ago
Occurred
Oct 23, 2023
Advisor changed firm
Michael Vinci left Wealth Cmt for Hightower Advisors, Llc (registered 2023-09-18)
Form ADVobserved 6 days ago
Occurred
Oct 23, 2023
Advisor changed firm
Eric Feder left Wealth Cmt for Hightower Advisors, Llc (registered 2023-10-19)
Form ADVobserved 6 days ago
Occurred
Oct 23, 2023
Advisor changed firm
Andrew Jay Barnett left Wealth Cmt for Hightower Advisors, Llc (registered 2023-10-19)
Form ADVobserved 6 days ago
Occurred
Apr 10, 2023
Advisor changed firm
Dustin Michael Willing left Wealth Cmt for Kestra Advisory Services, Llc (registered 2023-08-28)
Form ADVobserved 6 days ago
Occurred
Jan 7, 2022
Advisor changed firm
Joseph Dominic Dicriscio left Wealth Cmt for Lincoln Investment (registered 2022-01-20)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2014
First Form ADV filing
Wealth Cmt filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0c4b790-9c99-96cd-ef51-6c1bf2e74741
First observed: Dec 1, 2014
Last observed: Mar 22, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH CMT

WEALTH CREATION MANAGEMENT & TRANSFER, LLC, CRD 147246

CHERRY HILL, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0c4b790-9c99-96cd-ef51-6c1bf2e74741

Data as of Mar 22, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:12 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARNETT, ANDREW, JAY

MANAGING MEMBER

yes

04/2008

Dec 1, 2014

Mar 22, 2023

FEDER, ERIC, MATTHEW

MANAGING MEMBER

yes

01/2010

Dec 1, 2014

Mar 22, 2023

JOHNSTON, ANDREW, JUDE

CHIEF COMPLIANCE OFFICER

05/2021

Jun 2, 2021

Mar 22, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 22, 2023

$264M

n/a

2021

Mar 9, 2022

$291M

n/a

2020

Mar 17, 2021

$236M

n/a

2019

Mar 20, 2020

$196M

n/a

2018

Mar 27, 2019

$146M

n/a

2017

Mar 2, 2018

$153M

n/a

2016

Mar 10, 2017

$135M

n/a

2015

Mar 23, 2016

$123M

n/a

2014

Jan 30, 2015

$106M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$264M

$291M

-9.2%

$196M

10.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Oct 23, 2023

Oct 19, 2023

CHERRY HILL, NJ

Firm absorbed

RIA to ibd

100.0%