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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.