Creativeone Wealth, LLC
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
FINTRXOverview
Creativeone Wealth, LLC is an SEC-registered wealth adviser (registered in 2015) that serves both individual/family clients and institutional accounts. The firm operates as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, manager selection, and educational offerings such as seminars and publications. Its fee model is flexible — including AUM-based fees, hourly billing, fixed fees and other arrangements — and the firm reports being an active ESG investor. Industry relationships extend beyond investment advising to affiliations with broker-dealers, other advisers, accounting and legal firms, and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities25%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Owners & executives
3 of 15
Matthew Kramper
Chief Operating OfficerCRD 2750651
Clayton Turner
Founder & CEOCRD 5072692
Michael Miller
President and Chief Executive OfficerCRD 6258653
Contacts
3 of 202
Michael Young
Investment Adviser RepresentativeCRD 7851556
James Zifer
PresidentCRD 2884061
Carl Lovsted
Investment Adviser RepresentativeCRD 6836892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 808Active vs passive
$3.8B in ETFs
59%
$2.2B
28%
$1.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $113M | 1,590,523 | 2.98% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6330 Sprint Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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