OVERLAND PARK, KSCRD 281213Latest ADV March 31, 2026
Creativeone Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 31, 2026, reports $6.3B in regulatory assets under management, 222 employees, 108 offices, and 35,425 accounts.
Assets Under Management
$6.3B
Employees
222
Offices
108 offices
Total Clients
22,291
Primary office
OVERLAND PARK, KS
6330 SPRINT PKWY, SUITE 400, OVERLAND PARK, KS, United States
Top client segmentIndividuals represent 91.2% of total clients.
Top client categories% of clientsClients
1
Individuals
91.2%
20,326
2
HNWI
7.8%
1,738
3
Corporations
0.6%
132
4
Pension Plans
0.3%
73
5
Charitable
0.1%
21
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.3Bas of March 31, 2026
Discretionary100.0%
$6.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.3B
Total Accounts35,425
10Y AUM Change+$6.2B (+7714.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees222
Clients per Employee100:1
10Y Employee Change+209 (+1607.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.