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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Creativeone Wealth LLC
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|---|---|
| CRD # | 281213 |
| SEC # | 801-106677 |
| CIK # | 0001739728 |
| AUM | $4.8 B (2025-05-23) |
| Employees | 217 (91% Investors, 10% Brokers) |
| Phone | 913-402-7897 |
| Address | 6330 Sprint Pkwy Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17,276 | 2.9 |
| (b) Individuals (high net worth individuals) | 1,251 | 1.7 |
| (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 | 64 | 0.0 |
| (h) Charitable organizations | 19 | 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 | 114 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 29,437 | 4.8 |
| By Discretionary | ||
| Discretionary | 29,437 | 4.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29,437 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 29,437 | 4.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001739728] |
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|---|---|---|
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Procourse Fiduciary Advisors LLC
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IN | 5.1 |
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SVB Wealth LLC
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MA | 5.0 |
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RFG Advisory LLC
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MO | 4.9 |
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Stratos Wealth Advisors LLC
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SYM Financial Corporation
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IN | 4.9 |
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Stacey Braun Associates Inc
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NY | 4.8 |
|
Alesco Advisors LLC
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NY | 4.8 |
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Baker Tilly Wealth Management LLC
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WI | 4.6 |