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CREATIVEONE WEALTH, LLC
OVERLAND PARK, KS
913-402-7897
SEC #801-106677Total AUM
$6.3B
Employees
222Clients
22,291Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6330 SPRINT PKWY
SUITE 400
OVERLAND PARK
KS 66211
United States
SUITE 400
OVERLAND PARK
KS 66211
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
913-402-7897
Other Offices
108
Financials
Total AUM
$6.3B
Accounts
35,425Discretionary
$6.3B
Accounts
35,425Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
20,326AUM
$3.6B
HNW Individual Clients
1,738AUM
$2.2B
Investment Company Clients
1AUM
$75.7M
Pension/Profit Sharing Plan Clients
73AUM
$48.1M
Charitable Organization Clients
21AUM
$33.9M
Corporation or Business Clients
132AUM
$252.1M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
SUB ADVISER SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISER FEES/SOLICITOR FEES
Compliance
Disclosures
License Revocation/SuspensionSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.