Creativeone Wealth, LLC

Registered investment advisor · Overland Park, Kansas · CRD #281213

Assets Under Management

$6.3B

Client Accounts

35,425

Employees

222

CRD Number

281213

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Creativeone Wealth, LLC

At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, sub-advisers, and solicitors. CreativeOne Wealth's vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial-minded wealth managers navigate increasingly dynamic and complex needs. CreativeOne Wealth is an SEC-Registered Investment Advisory firm that deli

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Creativeone Wealth, LLC

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Creativeone Wealth, LLC's AUM?

Creativeone Wealth, LLC reports approximately $6.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Creativeone Wealth, LLC headquartered?

Creativeone Wealth, LLC is headquartered in Overland Park, Kansas.

What is Creativeone Wealth, LLC's CRD number?

Creativeone Wealth, LLC's CRD number is 281213. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.