Creative Planning (cpi) Holdco, Inc.
MemberBaseline Wealth Management Ltd.
About Creative Planning (cpi) Holdco, Inc.
Creative Planning (cpi) Holdco, Inc. is listed as Member at Baseline Wealth Management Ltd. in Geneva. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Baseline Wealth Management Ltd.
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Creative Planning (cpi) Holdco, Inc. work?
Creative Planning (cpi) Holdco, Inc. is listed as Member at Baseline Wealth Management Ltd. on SEC Form ADV.
How much of Baseline Wealth Management Ltd. does Creative Planning (cpi) Holdco, Inc. own?
Form ADV reports a beneficial ownership band of 50-75%.
Baseline Wealth Management Ltd.
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |