|
⚲
|
| Creativeone Wealth LLC
✚
|
|
|---|---|
| CRD # | 281213 |
| SEC # | 801-106677 |
| CIK # | 0001739728 |
| AUM | $6.3 B (2026-05-04) |
| Employees | 222 (91% Investors, 11% Brokers) |
| Phone | 913-402-7897 |
| Address | 6330 Sprint Pkwy Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20,326 | 3.6 |
| (b) Individuals (high net worth individuals) | 1,738 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 73 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 132 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 35,425 | 6.3 |
| By Discretionary | ||
| Discretionary | 35,425 | 6.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35,425 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 35,425 | 6.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001739728] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Level Four Advisory Services LLC
✚
|
TX | 6.5 |
|
Sendero Wealth Management LLC
✚
|
TX | 6.5 |
|
Osaic Institutions Inc
✚
|
CT | 6.5 |
|
NWF Advisory Services Inc
✚
|
CA | 6.4 |
|
Andersen Tax LLC
✚
|
VA | 6.3 |
|
Todd Asset Management LLC
✚
|
KY | 6.2 |
|
Sigma Planning Corporation
✚
|
MI | 6.1 |
|
Veratis Advisors Inc
✚
|
NC | 6.0 |
|
Foyston Gordon & Payne Inc
✚
|
6.0 | |
|
Richmond Capital Management Inc
✚
|
VA | 5.9 |