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CREATIVEONE WEALTH, LLC
CRD 281213 · SEC 801-106677
6330 SPRINT PKWY, SUITE 400, OVERLAND PARK, KS, 66211, United States
Phone
913-402-7897
Fax
9136611183
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.25B
Discretionary AUM
$6.25B
Team
222 total employees; 203 advisory reps; 62 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SUB-ADVISER FEES/SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisersPublication of periodicalsEducational seminarsSUB ADVISER SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20326 | $3.61B |
| High net worth individuals | 1738 | $2.24B |
| Investment companies | 1 | $75.7M |
| Pension/profit sharing plans | 73 | $48.1M |
| Charitable organizations | 21 | $33.9M |
| Corporations/business entities | 132 | $252.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.tenacitywealthmanagement.com
- https://www.pioneerwealthmgmt.com
- https://www.preservationretirement.com
- https://www.prospectwealthadvisors.com
- https://www.redmountainfinancial.net
- https://www.retirementfreedomteam.com
- https://www.stoverfinancialservices.com
- https://www.summitinvesting.com
- https://www.harmonyllc.com
- https://www.healthmeetwealth.com
- https://www.ephasfinancial.com
- https://www.heritagefinancialnorth.com
- https://www.holmanwealth.com
- https://www.hourglasswealth.com
- https://www.synergywealthcoach.com
- https://www.mwretirement.com
- https://www.threestreamsfinancial.com
- https://www.triangleadvisorsgroup.com
- https://www.finlive.com
- https://www.vistaprowealth.com
- https://www.webcwa.com
- https://www.yourbrp.com/
- https://www.joshuaincome.com
- https://www.kastamo.financial
- https://www.kfrtopeka.com
- https://www.fullerfinancialaz.com
- https://www.lifestylewealthmgmt.com
- https://www.lladvisors.net
- https://www.1842wealth.com
- https://www.goldenrulewp.com
- https://www.thehavenwealth.com
- https://www.tmoorefinancialsolutions.com
- https://www.thefortresswealth.net
- https://www.trinityne.com
- https://www.kincaidfinancialresources.com
- https://www.lawlesscg.com
- https://www.lucawealth.com
- https://www.crescendofinancialsolutions.com
- https://www.mylifebroker.com
- https://www.directwealthadvisors.com
- https://www.confidentfinancialsolutionsllc.com
- https://www.whole-wealth.com/
- https://www.crawford-financial.com
- https://www.conawealth.com
- https://www.carlsonfinancialservices.com
- https://www.cfs4retirement.com
- https://www.clcfinancial.com
- https://www.clientsexcel.com
- https://www.financiallifematters.com
- https://www.goldstandardwealthmanagement.com
- https://www.guardianblueprint.com
- https://www.guardianwellsfinancial.com
- https://www.lifestylewealthmanagement.com
- https://www.lifetimewealthadvisors.net
- https://www.lighthousefinancialtax.com
- https://www.creativeassetsolutions.com
- https://www.harborassetpw.com
- https://www.advantageretirementservices.com
- https://www.americanseniorsbenefit.com
- https://www.hpwealthkc.com
- https://www.mcalpinfinancial.com
- https://www.midwestretirementadvisors.com
- https://www.bostonindependencegroup.com
- https://www.bowmanfinancialstrategies.com
- https://www.brightpathwealthmanagement.com
- https://www.ubcwealthmanagement.com
- https://www.1stliberty.net
- https://www.compassretirementadvisorsllc.com
- https://www.allianceretirement.org
- https://www.benefitwealthpartners.com
- https://www.brpg-inc.com
- https://www.c10financial.com
- https://www.candorws.com
- https://www.mosaicretirementplanning.com
- https://www.markhamassetmanagement.com
- https://www.alignfinancialpartners.com
- https://www.moneybridge.money
- https://www.mylighthouseco.com
- https://www.nokradio.com
- https://www.pathwayfinancialmgt.com
- https://www.safemoneyconceptsonline.com
- https://www.creativeonewealth.com
- https://www.creativeoneadvisorsgroup.com
- https://www.linkedin.com/company/creativeone-wealth
- https://www.facebook.com/CreativeOneWealthRIA/
- https://www.linkedin.com/company/creativeoneadvisorsgroup
- https://www.facebook.com/CYAssetsKC/
- https://www.narativretirement.com
- https://www.oakriverwealth.com
- https://www.oliverassetmanagement.com
- https://www.partnervestadvisorygroup.com
- https://www.phileoadvisory.com
- https://www.sagestreetwealth.com
- https://www.schultzretirement.com
- https://www.petersonharris.net
- https://www.advancedwealthplanning.net
- https://www.benchmarkincome.com
- https://www.bevanwealthandtaxstrategies.com
- https://www.excelinretirement.buzzsprout.com
- https://www.income-architects.com
- https://www.senioradvisory.com
- https://www.sopwealth.com
- https://www.lawlesscapitalgroup.com
- https://www.noeticwealth.com
- https://www.porterfieldwealth.com
- https://www.retirementclarified.com
- https://www.retirementwealthpro.com
- https://www.solutionsfirstgroup.com
- https://www.stonewaywealth.com
- https://www.thecapitalconcierge.net
- https://www.thefortress.net
- https://www.thelegacygroupsolutions.com
- https://www.preferredplanninginc.com
- https://www.suncoastadvisorygroup.com
- https://www.wisewealthstewardship.com
- https://www.thelevacygroup.com
- https://www.retirementteam.com
- https://www.retirewithjim.com
- https://www.retirewithmatthew.com
Official SEC filing: View on IAPD