Investment adviser · CRD 281213
CREATIVEONE WEALTH, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed May 4, 2026
- Regulatory AUM
- $6.25B Form ADV · Item 5.F
- Client accounts
- 35,425 Accounts, not individual clients
- Employees
- 222 Reported in this filing
- Advisory professionals
- 203 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 20,326 | $3,605,378,068 | 57.7% |
| High-net-worth individuals | 1,738 | $2,236,409,485 | 35.8% |
| Corporations & businesses | 132 | $252,136,995 | 4.0% |
| Investment companies | 1 | $75,718,737 | 1.2% |
| Retirement plans | 73 | $48,119,261 | 0.8% |
| Charities | 21 | $33,920,515 | 0.5% |
Filing source
Form ADV 2103051 · May 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6330 SPRINT PKWY, SUITE 400OVERLAND PARK, KS, 66211, United States
CRD 281213
Filing source
Form ADV 2103051 · May 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.