Creativeone Wealth, LLC
● SEC registered since 2015CRD 281213SEC# 801-106677Overland Park, KS
Reg. AUM
$6.25B
Employees
222
Accounts
35,425
Location
Overland Park, KS
Creativeone Wealth, LLC assets under management
Creativeone Wealth, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2015. It reports $6.3 billion in regulatory assets under management and employs 222 people.
Creativeone Wealth, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chang Shin Control | Chief Compliance Officer | Under 5% | 2024 |
| Cm2 Holding Company, Inc Control | Owner | 50-75% | 2015 |
| Jrc Equity Partners, LLC | Owner | 10-25% | 2015 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Creativeone Wealth, LLC manage?
Creativeone Wealth, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.
How many employees does Creativeone Wealth, LLC have?
Creativeone Wealth, LLC reports 222 employees.
Where is Creativeone Wealth, LLC located?
Creativeone Wealth, LLC is based in Overland Park, KS and has been SEC-registered since 2015.
Does Creativeone Wealth, LLC disclose fund performance?
Creativeone Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211 |
| Phone | 913-402-7897 |
| Fax | 9136611183 |
| Office hours | Office Visits By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1739728 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$6.25B▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$6.25Bregulatory AUM
Discretionary $6.25B