Joseph Barreiro
Wealth Creation Management Group · Monroe, New York
Joseph Barreiro is a fee-only financial advisor at Wealth Creation Management Group in Monroe, New York. Wealth Creation Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Creation Management Group |
|---|---|
| Based in | Monroe, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.1M across 267 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 2438140 |
| Exams passed | Series 63 (1994) · Series 65 (1999) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wealthcmg.com |
How Joseph's firm compares
- Wealth Creation Management Group's average account is about $397,000, from its Form ADV (assets managed divided by 267 accounts).
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Questions about Joseph
Is Joseph Barreiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wealth Creation Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Wealth Creation Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Barreiro based?
Joseph Barreiro is based in Monroe, New York.
Is Joseph Barreiro registered with the SEC?
Yes. Joseph Barreiro is registered as an investment adviser representative in NJ (CRD 2438140), 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 Wealth Creation Management Group manage?
Wealth Creation Management Group reports $106.1M across 267 accounts in assets under management.
How do I contact Joseph Barreiro?
Through Joseph's website, www.wealthcmg.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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