6330 Sprint Pkwy
Suite 400
Overland Park, Kansas 66211
Tel: 913-402-7897
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 $3,430,274,685 assets under management, offering retirement planning & investment advisory services to 21910 clients. The firm is staffed with 201 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281213 |
SEC# | 801-106677 |
Assets Managed by Firm | $3,430,274,685 |
No. of Clients | 21910 |
No. of Advisors | 201 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21910 | $3,430,274,685 |
Individuals (other than high net worth individuals) | 13810 | $2,032,952,560 |
High net worth individuals | 651 | $1,241,378,410 |
Pension and profit sharing plans | 56 | $86,438,284 |
Charitable organizations | 9 | $4,860,918 |
Corporations or other businesses | 47 | $10,228,195 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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