Creativeone Wealth, LLC

RIASEC Registered

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$176K

Accounts

35,425

Employees

222

Advisory reps

220

Firm details

Headquarters: Overland Park, Kansas
CRD number: 281213
Registered since: September 25, 2015
Website: www.creativeonewealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals57.67%
HNWI35.77%
Corporations / Businesses4.03%
Investment Companies1.21%
Pension & Profit Sharing Plans0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Creativeone Wealth, LLC is an independent registered investment adviser that has been SEC registered since 2015. Structured as an LLC, the firm serves individual and family clients as well as institutional accounts and acts as a capital allocator—sourcing and allocating capital to third‑party managers where appropriate. Its advisory services span financial planning, portfolio management for individuals/small businesses and investment companies, selection of subadvisers, and client education through publications and workshops. Fee arrangements include percentage‑of‑AUM billing alongside hourly, fixed and other fee options. The firm identifies as an active ESG investor and maintains industry relationships with broker‑dealers, other advisers, accounting and law firms, and insurance companies.