David Charles Treece
Investment adviser representative at Creativeone Wealth, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Creativeone Wealth, LLCSep 2023 to now
- Clients ExcelSep 2018 to now
- Ae Wealth Management, LLCSep 2019 to Sep 2023
- Treececo FinancialDec 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7174240
- Firm CRD
- 281213