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CREATIVEONE WEALTH, LLC
CRD 281213File 801-106677
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.25B
Top 25% of cohort (national)
Discretionary AUM
$6.25B
Clients
22,291
35,425 accounts
Employees
222
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 25, 2015
- Principal office
- 6330 SPRINT PKWY, SUITE 400, OVERLAND PARK, KS, 66211
- Phone
- 913-402-7897
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.25B
- Discretionary AUM
- $6.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 35,425
- Non-discretionary accounts
- 0
- Total accounts
- 35,425
- AUM per client
- $280K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 132 | $252.1M |
| Investment companies | 1 | $75.7M |
| Charitable organizations | 21 | $33.9M |
| High net worth individuals | 1,738 | $2.24B |
| Pension and profit sharing plans | 73 | $48.1M |
| Individuals (other than high net worth individuals) | 20,326 | $3.61B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SUB-ADVISER FEES/SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11F
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 217 | 222 | increased by5 |
| Apr 1, 2026 | Clients | 18,725 | 22,291 | increased by3,566 |
| Apr 1, 2026 | AUM | $4,828,907,475 | $6,251,683,061 | increased by$1,422,775,586 |
| Apr 1, 2026 | Accounts | 29,437 | 35,425 | increased by5,988 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 146 | 217 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12,132 | 18,725 | increased by6,593 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,241,414,154 | $4,828,907,475 | increased by$1,587,493,321 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17,874 | 29,437 | increased by11,563 |
| Apr 1, 2022 | Employees | 131 | 146 | increased by15 |
| Apr 1, 2022 | Clients | 8,213 | 12,132 | increased by3,919 |
| Apr 1, 2022 | AUM | $1,972,193,246 | $3,241,414,154 | increased by$1,269,220,908 |
| Apr 1, 2022 | Accounts | 12,030 | 17,874 | increased by5,844 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREATIVEONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREATIVEONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.