Sarah Jeanette Saum
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Creativeone Wealth, LLCAug 2023 to now
- Candor Wealth StrategiesAug 2023 to now
- Trifound Advisory, LLCJun 2020 to Jun 2023
- Ae Wealth Management, LLCJul 2019 to Mar 2021
- Brokers International Financial Services, LLC.Dec 2016 to Jun 2019
- Trifound Financial, LLCOct 2014 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6370111
- Firm CRD
- 281213