

WEALTH CREATION MANAGEMENT
Building Wealth. Creating Freedom
Terms of SERVICE
Website Disclosure: Important Notice for Prospective Investors
We appreciate your interest in Wealth Creation Management and want to provide you with crucial information to ensure your understanding of our investment opportunities. Please take the time to review this disclosure carefully.
Accredited Investor and Sophisticated Investor Definitions:
Under U.S. securities laws, an accredited investor is defined as an individual with an annual income exceeding $200,000 (or a joint income with a spouse exceeding $300,000) in each of the two most recent years, or an individual with a net worth
exceeding $1,000,000, excluding the positive equity in their primary residence. A sophisticated investor, in many cases, is someone with prior real estate investing experience and a strong understanding of this type of investment. For a complete listing of definitions, please refer to the SEC website: https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor
Authorization for Access:
The information on this website is intended for authorized review by qualified Wealth Creation Management clients and potential investors who are in the process of completing the Investor Suitability Form to establish their eligibility as accredited or sophisticated investors.
No Offer or Solicitation:
The content on this website, any company social media, including text, graphics, images, and other materials, is not intended to be interpreted as an offer or solicitation to purchase securities. It is provided for illustrative and informational purposes only, offering prospective investors a general overview of potential investment opportunities. Any formal investment offer can only be extended through the private placement memorandum.
Investor Qualification:
To make an investment with Wealth Creation Management, individuals must be accepted and qualified as either sophisticated or accredited investors based on their experience and financial circumstance in accordance to that offering exemption. This qualification process includes the completion of the Investor Suitability or Accreditation Form, which will be reviewed and approved by Wealth Creation Management.
Importance of Due Diligence:
The information presented on this website, any social media, or through any other means is not a substitute for conducting a thorough due diligence investigation. We strongly recommend that all potential investors perform their own due diligence before making any investment decisions.
No Income Guarantees:
Wealth Creation Management does not make any income claims or guarantees on returns or performance based on the illustrations or examples provided on this website. Investments in securities carry inherent risks, and past performance is not necessarily indicative of future results.
Educational Purposes Only:
This literature on this site, on any social media, or through any other means is intended solely for educational purposes and is designed for accredited and/or sophisticated investors who have the necessary experience and knowledge to make informed investment choices.
Liquidity Not Guaranteed:
Investments offered by Wealth Creation Management and it’s affiliates are illiquid and there is never any guarantee that you will be able to exit your investments on the Secondary Market or at what price an exit (if any) will be achieved.
Risk/FDIC Insurance:
Investments in private offerings are speculative and involve a high degree of risk
and may result in partial or total loss of your investment. Investments in private offerings are not bank deposits and therefore are not insured by the FDIC or guaranteed by any other party. Investors must be qualified as an accredited investor to participate in private offerings and you may be required to verify your status as an accredited investor. No securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through us.
Not Advice:
This communication is not to be construed as investment, tax, or legal advice in relation to the relevant subject matter; investors must seek their own legal or other professional advice before making any investment to determine whether an investment is suitable for them. Your financial well-being and compliance with applicable securities laws are paramount. By using this website, you acknowledge
that you have read, understood, and agreed to the terms and conditions outlined in this disclosure. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are not guaranteed and may not reflect actual future performance. More complete disclosures and the terms and conditions relating to an investment in a particular private placement is contained in
the private placement memorandum. Performance information presented has been prepared internally (unless otherwise noted) and has not been audited or verified by a third party. Information on this page is based on information available to us as of the date of posting and we do not represent that it is accurate, complete or up to date.
For any inquiries or further information: manager@wealthcreationmanagement.com.
Mailing Address:
Wealth Creation Management, LLC
300 North Center Street
Suite 6
Casper, WY 82601
Accessibility Statement:
We’re committed to easy access for everyone. Wealth Creation Management is committed to providing a website that is accessible to the widest possible audience, regardless of circumstance and ability. We aim to adhere as closely as possible to the Web Content Accessibility Guidelines (WCAG 2.0, Level AA), published by the World Wide Web Consortium (W3C). These guidelines explain how to make Web content more accessible for people with disabilities. Conformance with these guidelines will help make the web more user-friendly for all. Whilst we strive to adhere to the guidelines and standards for accessibility, it is not always possible to do so in all areas of the website and we are currently working to achieve this. Be aware that due to the dynamic nature of the website, minor issues may occasionally occur as it is updated regularly. We are continually seeking out solutions that will bring all areas of the site up to the same level of overall web accessibility. If you have any comments and or suggestions relating to improving the accessibility of our site, please don’t hesitate to contact our Accessibility Coordinator via email. Your feedback will help us make improvements.
Privacy POLICY
Last Updated: August 1, 2025
At Wealth Creation Management, LLC, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information, including how we handle SMS communications. By using our website or services, you agree to the practices described in this policy.
1.Information We Collect
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Full name
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Email address
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Mobile phone number
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Billing information (if applicable)
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Browsing data via cookies or other technologies
2. How We Use Your Information
We use your personal information to:
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Provide the products or services you request
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Manage appointments, reminders, or follow-ups
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Send administrative or account-related information
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Send promotional communications, with your consent
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Comply with legal or regulatory requirements
3. Sharing Your Information
We do not share, sell, or rent your phone number or any personal information with third parties or affiliate companies for marketing purposes.
4. SMS Communication & Consent
By opting in to receive SMS messages from Wealth Creation Management,, you agree to the following terms:
4.1. SMS Consent Purpose
Phone numbers collected for SMS consent will not be shared with third parties for marketing purposes.
4.2. Types of SMS Messages You May Receive
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You may receive messages related to:
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Appointment reminders
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Service confirmations or follow-ups
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Account or billing information
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Promotions or special offers (with prior consent)
Example:
"Hello, this is a friendly reminder of your upcoming coaching session with Up Plex Multifamily Investing. This session will be held online (Dallas, TX time zone) on Wednesday, August 14th at 3:00 PM CT. Reply STOP to unsubscribe from SMS messaging."
4.3. Message Frequency
Message frequency may vary depending on the type of communication. Typically, you may receive up to 5/7 messages per week.
Example:
"You may receive up to 7 SMS messages per week regarding your appointments or account status."
4.4. Message and Data Rates
Standard message and data rates may apply. Charges depend on your mobile carrier’s pricing plan and whether messages are sent domestically or internationally.
5. Opt-In Methods
You may opt in to receive SMS messages by:
Checking the SMS consent box on an online form
Providing verbal or written consent when applicable
Note: Consent must be clear, separate, and optional—not bundled with other terms.
6. Opt-Out Instructions
You can unsubscribe from SMS messaging at any time by replying STOP to any message you receive. Once you opt out, you will no longer receive SMS communications.
To resubscribe, simply reply START at any time.
7. Help & Support
If you're experiencing issues with our SMS messaging:
Reply with the keyword HELP
Or contact us at manager@wealthcreationmanagement.com.
8. Additional Options
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
9. Standard Messaging Disclosure
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Message and data rates may apply.
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Messaging frequency may vary by user.
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You can opt out at any time by replying STOP.
For help, reply HELP or email us at manager@wealthcreationmanagement.com.
10. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your browsing experience, analyze traffic, and deliver personalized content. You may adjust your browser settings to disable cookies if you prefer.
11. Information Security
We implement appropriate technical and organizational measures to safeguard your information against unauthorized access, misuse, or loss.
12. Your Rights
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You have the right to:
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Request access to your personal information
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Correct any inaccuracies
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Request deletion of your data
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Withdraw your SMS consent at any time
To exercise these rights, please email us at manager@wealthcreationmangement.com
13. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. The date of the most recent update will always be posted at the top of this page.
14. Contact Us
If you have any questions about this Privacy Policy, please reach out to us:
📧 Email: manager@wealthcreationmanagement.com
Mailing Address:
300 North Center Street
Suite 6
Casper, WY 82601
