|
⚲
|
| Keyboard |
| Creative Planning Employee Investment LLC | |
|---|---|
| Firm | |
| Fund # | |
| CIK # | 0001850309 |
| Sale | 2026-07-01 (52.6 M Offered, 52.6 M Sold) |
| Fund | |
| Phone | 9139553676 |
| Address | 5454 West 110th Street Overland Park, KS 66211 |
| Source | [EDGAR] |
| Amount Raised ($M) |
|---|
| Company Details | |
|---|---|
| Director | |
| Custodian | |
| Auditor | |
| Marketer | |
| Broker | |
| Jurisdiction |
| Form D Offering | |
|---|---|
| Filed | 2026-07-16 (D) |
| Exemption | 506(b) |
| Minimum | $100,000 |
| Duration | One year or less |
| Revenue | Decline to Disclose |
| Directors | Role | 2011 - 2026 |
|---|---|---|
| Peter Mallouk | Executive Officer | |
| Lee Richardson | Executive Officer | |
| Dave Kaye | Executive Officer |
| Comparable Firms | State | AUM |
|---|---|---|
|
Boulder Wealth Management LLC
✚
|
KS | |
|
Legacy Advisory Group LLC
✚
|
KS | |
|
Cognios Capital LLC
✚
|
KS | |
|
Advantage Trust Co
✚
|
KS | |
|
Heartland Opportunity Partners LLC
✚
|
KS | |
|
Midwest Capital Management Inc
✚
|
KS | |
|
PBMG Inc
✚
|
KS | |
|
Antora Peak Capital Management LP
✚
|
KS | |
|
WAGN Advisory Services LLC
✚
|
KS | |
|
Leawood Venture Capital LLC
✚
|
KS |