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Creating & Managing WealthFinancial advisor in Irving, TX

Creating & Managing Wealth is a financial advisor at 5201 N O'Connor Blvd #200, Irving, TX 75039, ranked #40 of 137 wealth managers in Irving and rated 4.2 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Irving, TXUpdated 0 paid placements in any rankingHow we rank

Call (972) 831-8866Website ↗

Key facts

Key facts about Creating & Managing Wealth
Address5201 N O'Connor Blvd #200, Irving, TX 75039Get directions
Phone(972) 831-8866
Websitecmwfinancial.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating4.2 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Irving and 11 towns within 25 miles: Farmers Branch, Carrollton, Coppell, University Park, Euless, Addison, Grapevine, Grand Prairie, Dallas, Bedford and Southlake.

Based in Irving, TXView on map

Opening hours

Opening hours for Creating & Managing Wealth
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Creating & Managing Wealth

How is Creating & Managing Wealth ranked in Irving?

Creating & Managing Wealth is ranked #40 of 137 wealth managers in Irving by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Creating & Managing Wealth’s hours?

Creating & Managing Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Creating & Managing Wealth serve?

Serves Irving and 11 towns within 25 miles: Farmers Branch, Carrollton, Coppell, University Park, Euless, Addison, Grapevine, Grand Prairie, Dallas, Bedford and Southlake. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Creating & Managing Wealth?

Creating & Managing Wealth has a rating of 4.2 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Creating & Managing Wealth?

Call Creating & Managing Wealth on (972) 831-8866. The business is at 5201 N O'Connor Blvd #200, Irving, TX 75039. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Creating & Managing Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Creating & Managing Wealth (this business)—624.2 (5)NoNo
Ataroke Wealth#38625.0 (6)NoNo8.9 mi
Ross Wealth Group#39624.7 (11)NoNo13.6 mi
Simplify Wealth Partners#41625.0 (12)NoNo14.2 mi

See all 137 ranked wealth managers in Irving