# Creekmur Asset Management, LLC
Source: https://planprovider.pro/provider/creekmur-asset-management-llc

> From its Midwest roots in Morton, Illinois, Creekmur Asset Management, LLC (also known as Creekmur Wealth Advisors) runs a multi-state practice with offices…

Retirement Plan Advisor

Morton, IL

## About Creekmur Asset Management, LLC

<p>From its Midwest roots in Morton, Illinois, Creekmur Asset Management, LLC (also known as Creekmur Wealth Advisors) runs a multi-state practice with offices across central Illinois, Colorado’s mountain and Denver-area communities, the Toledo, Ohio area, and the Roanoke Valley in Virginia. The firm reports $0.6B in AUM as of 2026.</p>

<p>Creekmur’s advisors and Certified Financial Planners build client-facing “CWA Blueprints” that organize goals, investment decisions, and planning priorities into a clear written plan. The firm combines wealth planning with investment management and planning work that ties together taxes, cash flow, and long-term objectives.</p>

<p>For retirement plan sponsors seeking fiduciary support, Creekmur provides 3(21) investment advisor services as part of its work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>. It also supports individuals and families with retirement savings and income planning, insurance and risk management, and estate-related planning.</p>

<p>A key differentiator is its structured “Blueprint” process paired with a team that also handles advanced planning for accredited investors, including private equity, real estate, venture capital, donor advised funds, and structured notes.</p>

<ul>
<li>3(21) fiduciary investment advisor services for retirement plans</li>
<li>Goals-based wealth planning through CWA Blueprints</li>
<li>Investment planning and ongoing portfolio management</li>
<li>Tax, insurance, and estate planning coordination</li>
<li>Accredited investor strategies (private equity, real estate, venture, DAFs, structured notes)</li>
</ul>

Website: [https://creekmurwealth.com/wealth-solutions/](https://creekmurwealth.com/wealth-solutions/)

## Office Locations

- Roanoke, VA

- Littleton, CO

- Morton, IL (Headquarters)

- Bourbonnais, IL

- Maumee, OH

- Bloomington, IL

- Avon, CO

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $603.0M

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