CREATIVEONE WEALTH, LLC
Latest filing: Apr 15, 2025 (56 days ago)
AUM
$4,828,907,475
41% change vs. 1 year ago
49% change vs. 3 years ago
502% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
217
8% change vs. 1 year ago
49% change vs. 3 years ago
182% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
OVERLAND PARK, KS
6330 SPRINT PKWY, OVERLAND PARK, KS, UNITED STATES, 66211
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.8 |
| Non-Discretionary | $0.0 |
| Total | $4.8 |
| Client | AUM |
|---|---|
| Retail | $4.6 |
| Pooled | $0.1 |
| Institutional | $0.2 |
| Total | $4.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 17,276 | $2.9 |
| Average Individual AUM | $166,990 | |
| HNW | 1,251 | $1.7 |
| Average HNW AUM | $1,378,991 | |
| Retail Total | 18,527 | $4.6 |
| Average Retail AUM | $248,828 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $2.6 |
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.8 |
| Retail SMA AUM | $4.6 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $1.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 59% | $2.8 |
| Other Pools | 0% | $0.0 |
| Cash | 13% | $0.6 |
| Other | 0% | $0.0 |
| Total | 100% | $4.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CREATIVEONE SECURITIES, LLC | $2.1 | broker-dealer | 152974 |
| CREATIVE ONE MARKETING CORPORATION | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| TRIPSES, MICHAEL, RICHARD | MEMBER |
| LAGERSTROM, CORY, LYNN | MEMBER |
| SPARKS, LANCE | MEMBER, MEMBER |
| HEITZ, MARK, VOLNEY | MEMBER |
| MILLER, MICHAEL, H | OWNER |
| HYMAN, KENNETH, ROSS | SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT |
| PFANNENSTIEL, MARTIN, JOSEPH | PRESIDENT, SALES & BUSINESS DEVELOPMENT |
| AVIS, BENJAMIN, RUSSELL | CHIEF OPERATING OFFICER |
| BEJAN, BROOKE, ELAINE | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
188 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RONALD KINCAID | OVERLAND PARK | KS | S63|1996-05-06|S65|2017-06-24 | ||||||
| TYLER MOORE | OVERLAND PARK | KS | S63|2012-07-05|S66|2017-02-10 | ||||||
| JACK O'BRIEN | OVERLAND PARK | KS | S65|2020-06-10 | ||||||
| CECILIA MILES | OVERLAND PARK | KS | S63|1980-11-25 | ||||||
| TODD KROSS | OVERLAND PARK | KS | S63|2005-12-20|S65|2017-02-22 | ||||||
| SARA HORNICK | OVERLAND PARK | KS | S63|2015-01-31|S66|2017-05-23 | ||||||
| WAYNE BRUNT | OVERLAND PARK | KS | S63|1993-05-04|S65|1999-11-24 | ||||||
| JAMIE PLEMONS | OVERLAND PARK | KS | S66|2002-12-27|S65|2023-04-17 | ||||||
| KYLE SULLIVAN | OVERLAND PARK | KS | S63|2013-11-20|S66|2023-06-20 | ||||||
| JOSHUA STOREY | OVERLAND PARK | KS | S66|2014-11-07 | ||||||
| ETHAN MEDLING | OVERLAND PARK | KS | S65|2023-01-03 | ||||||
| LEWIS SISICH | OVERLAND PARK | KS | S63|1984-08-04|S65|1992-04-04 | ||||||
| ALAN SUITER | OVERLAND PARK | KS | S63|1984-01-30|S65|2012-01-05 | ||||||
| EVIE SCHALLER | OVERLAND PARK | KS | S65|2021-09-06 | ||||||
| HEIDI HILTON | OVERLAND PARK | KS | S63|2002-01-30|S65|2006-12-22 | ||||||
| RANDALL BISHOP | OVERLAND PARK | KS | S66|2005-12-05 | ||||||
| LINDA STUBBLEFIELD | OVERLAND PARK | KS | S63|1988-03-01|S65|1996-10-02|S66|2009-09-19 | CERTIFIED FINANCIAL PLANNER | |||||
| PHILIP MEESE | OVERLAND PARK | KS | S65|2023-05-13 | ||||||
| ANDREW HEIFER | OVERLAND PARK | KS | S66|1998-03-26 | ||||||
| CHAD COSENS | OVERLAND PARK | KS | S63|2012-03-13|S65|2012-08-23 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $4.8 | $0.0 | 0% | 217 | 0 | 0% |
| 2025-04-21 | $4.8 | $0.0 | 0% | 217 | 0 | 0% |
| 2024-04-02 | $3.4 | $1.4 | 41% | 201 | 16 | 8% |
| 2023-04-04 | $2.9 | $1.9 | 68% | 169 | 48 | 28% |
| 2022-04-01 | $3.2 | $1.6 | 49% | 146 | 71 | 49% |
| 2021-04-05 | $2.0 | $2.9 | 145% | 131 | 86 | 66% |
| 2020-04-01 | $0.8 | $4.0 | 502% | 77 | 140 | 182% |
| 2019-04-01 | $0.4 | $4.4 | 988% | 70 | 147 | 210% |
| 2018-04-02 | $0.3 | $4.5 | 1602% | 38 | 179 | 471% |
| 2017-04-01 | $0.1 | $4.7 | 5936% | 13 | 204 | 1569% |
| 2016-04-01 | $0.0 | $4.8 | 48288975% | 2 | 215 | 10750% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| KS, AK-09/01/2017, AL-01/12/2021, AR-03/30/2018, AZ-01/26/2017, CA-07/11/2017, CO-09/25/2015, CT-04/04/2018, DC-01/12/2021, DE-10/10/2018, FL-03/16/2017, GA-05/01/2018, HI-05/18/2017, IA-02/07/2017, ID-09/01/2017, IL-04/18/2018, IN-01/03/2017, KS-09/25/2015, KY-02/06/2020, LA-08/29/2017, MA-09/26/2017, MD-04/04/2018, ME-12/03/2018, MI-05/08/2018, MN-06/20/2017, MO-01/03/2017, MS-01/03/2017, MT-09/01/2017, NC-01/03/2017, ND-01/12/2021, NE-01/03/2017, NH-02/17/2017, NJ-05/04/2017, NM-01/12/2021, NV-03/30/2018, NY-03/30/2020, OH-01/03/2017, OK-03/27/2019, OR-09/01/2017, PA-03/27/2019, RI-04/04/2018, SC-02/15/2017, SD-06/20/2017, TN-03/30/2018, TX-02/14/2017, UT-01/29/2020, VA-05/24/2018, VT-03/30/2020, WA-09/01/2017, WI-06/28/2018, WV-03/27/2019, WY-01/12/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV