Andreas Yanik
Create My Wealth · Winnetka, California
Andreas Yanik is a fee-only financial advisor at Create My Wealth in Winnetka, California. Create My Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Create My Wealth |
|---|---|
| Based in | Winnetka, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.3M across 13 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6158888 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | createmywealth.com |
| Profile |
How Andreas's firm compares
- Create My Wealth's average account is about $100,000, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Andreas
Is Andreas Yanik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andreas holds no broker registration, and Create My Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andreas charge for financial advice?
Andreas's firm, Create My Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andreas Yanik based?
Andreas Yanik is based in Winnetka, California.
Is Andreas Yanik registered with the SEC?
Yes. Andreas Yanik is registered as an investment adviser representative in CA (CRD 6158888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Create My Wealth manage?
Create My Wealth reports $1.3M across 13 accounts in assets under management.
How do I contact Andreas Yanik?
Through Andreas's website, createmywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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