COCREATE FINANCIAL

COCREATE FINANCIAL LLC

CRD 299648

Visit website

1805 W DICKERSON, BUILDING 2, SUITE 3, BOZEMAN, MT, 59715, United States

Phone

406-206-7571

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$37.7M

Discretionary AUM

$37.7M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsASSET ALLOCATION SERVICES & ADVISORY CONSULTING & FAMILY OFFICE AND WEALTH PLANNING

Client types

Type	Clients	AUM
Individuals	84	$14.0M
High net worth individuals	28	$23.6M

All web addresses on file

https://www.facebook.com/CoCreateFinancial/
https://www.linkedin.com/company/cocreatefinancial/
https://www.linkedin.com/in/MattHudak
http://www.youtube.com/@cocreatefinancial
https://cocreatefinancial.com/

Official SEC filing: View on IAPD