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⚲
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| Creativeone Wealth LLC
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| |
|---|---|
| CRD # | 281213 |
| SEC # | 801-106677 |
| CIK # | 0001739728 |
| AUM | $3.4 BB (2024-03-28) |
| Employees | 201 (94% Investors, 9% Brokers) |
| Phone | 888-798-2360 |
| Address | 6330 Sprint Pkwy Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,810 | 2.0 |
| (b) Individuals (high net worth individuals) | 651 | 1.2 |
| (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 | 56 | 0.1 |
| (h) Charitable organizations | 9 | 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 | 47 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21,910 | 3.4 |
| By Discretionary | ||
| Discretionary | 21,910 | 3.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21,910 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 21,910 | 3.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001739728] |
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