6330 Sprint Pkwy
Suite 400
Overland Park, Kansas 66211
Tel: (888) 798-2360
CREATIVEONE WEALTH, LLC, formally registered with the SEC as CREATIVEONE WEALTH, LLC. The firm was established in 09/25/2015. They have over 109 offices throughout the country.
CREATIVEONE WEALTH, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $2,879,545,390 assets under management, offering retirement planning & investment advisory services to 19806 clients. The firm is staffed with 169 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281213 |
SEC# | 801-106677 |
Assets Managed by Firm | $2,879,545,390 |
No. of Clients | 19806 |
No. of Advisors | 169 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 19806 | $2,879,545,390 |
Individuals (other than high net worth individuals) | 12625 | $1,612,196,086 |
High net worth individuals | 944 | $1,071,794,872 |
Pension and profit sharing plans | 87 | $89,255,765 |
Charitable organizations | 14 | $4,725,841 |
Corporations or other businesses | 52 | $63,622,826 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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