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