{
  "crd_number": 281213,
  "slug": "creativeone-wealth-llc-overland-park-ks-281213",
  "primary_business_name": "CREATIVEONE WEALTH, LLC",
  "legal_name": "CREATIVEONE WEALTH, LLC",
  "dbas": [
    "C1W",
    "CHANGEPATH"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-09-25",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-05-04",
  "carried_forward": false,
  "raum_total": 6251683061.0,
  "raum_discretionary": 6251683061.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 222,
  "advisory_employees": 203,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 33920515.0,
      "count": 21
    },
    "individuals": {
      "raum": 3605378068.0,
      "count": 20326
    },
    "investment_companies": {
      "raum": 75718737.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 48119261.0,
      "count": 73
    },
    "high_net_worth_individuals": {
      "raum": 2236409485.0,
      "count": 1738
    },
    "corporations_other_businesses": {
      "raum": 252136995.0,
      "count": 132
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
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  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
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    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
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    "WA",
    "WI",
    "WV",
    "WY"
  ],
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    "https://clientsexcel.com",
    "https://compassretirementadvisorsllc.com",
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    "https://confidentfinancialsolutionsllc.com",
    "https://crawford-financial.com",
    "https://creativeassetsolutions.com",
    "https://creativeoneadvisorsgroup.com",
    "https://creativeonewealth.com",
    "https://crescendofinancialsolutions.com",
    "https://directwealthadvisors.com",
    "https://ephasfinancial.com",
    "https://excelinretirement.buzzsprout.com",
    "https://facebook.com/CYAssetsKC",
    "https://facebook.com/CreativeOneWealthRIA",
    "https://financiallifematters.com",
    "https://finlive.com",
    "https://fullerfinancialaz.com",
    "https://goldenrulewp.com",
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    "https://guardianblueprint.com",
    "https://guardianwellsfinancial.com",
    "https://harborassetpw.com",
    "https://harmonyllc.com",
    "https://healthmeetwealth.com",
    "https://heritagefinancialnorth.com",
    "https://holmanwealth.com",
    "https://hourglasswealth.com",
    "https://hpwealthkc.com",
    "https://income-architects.com",
    "https://joshuaincome.com",
    "https://kastamo.financial",
    "https://kfrtopeka.com",
    "https://kincaidfinancialresources.com",
    "https://lawlesscapitalgroup.com",
    "https://lawlesscg.com",
    "https://lifestylewealthmanagement.com",
    "https://lifestylewealthmgmt.com",
    "https://lifetimewealthadvisors.net",
    "https://lighthousefinancialtax.com",
    "https://linkedin.com/company/creativeone-wealth",
    "https://linkedin.com/company/creativeoneadvisorsgroup",
    "https://lladvisors.net",
    "https://lucawealth.com",
    "https://markhamassetmanagement.com",
    "https://mcalpinfinancial.com",
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    "https://moneybridge.money",
    "https://mosaicretirementplanning.com",
    "https://mwretirement.com",
    "https://mylifebroker.com",
    "https://mylighthouseco.com",
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    "https://partnervestadvisorygroup.com",
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    "https://petersonharris.net",
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    "https://retirewithjim.com",
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    "https://safemoneyconceptsonline.com",
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    "https://senioradvisory.com",
    "https://solutionsfirstgroup.com",
    "https://sopwealth.com",
    "https://stonewaywealth.com",
    "https://stoverfinancialservices.com",
    "https://summitinvesting.com",
    "https://suncoastadvisorygroup.com",
    "https://synergywealthcoach.com",
    "https://tenacitywealthmanagement.com",
    "https://thecapitalconcierge.net",
    "https://thefortress.net",
    "https://thefortresswealth.net",
    "https://thehavenwealth.com",
    "https://thelegacygroupsolutions.com",
    "https://thelevacygroup.com",
    "https://threestreamsfinancial.com",
    "https://tmoorefinancialsolutions.com",
    "https://triangleadvisorsgroup.com",
    "https://trinityne.com",
    "https://ubcwealthmanagement.com",
    "https://vistaprowealth.com",
    "https://webcwa.com",
    "https://whole-wealth.com",
    "https://wisewealthstewardship.com",
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  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281213",
  "disclosure_items": [
    {
      "item": "11.E(1)",
      "question": "Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    },
    {
      "item": "11.F",
      "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?"
    }
  ],
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213",
  "display_name": "Creativeone Wealth, LLC",
  "summary": "Creativeone Wealth, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.",
  "citation": "AdvisorCensus. Creativeone Wealth, LLC (CRD 281213): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Creativeone Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Creativeone Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "What does Creativeone Wealth, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 2.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Creativeone Wealth, LLC located?",
      "a": "Creativeone Wealth, LLC's principal office is in Overland Park, KS, according to its Form ADV; the June 2026 filing also lists 22 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Creativeone Wealth, LLC registered with the SEC or a state?",
      "a": "Creativeone Wealth, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281213."
    },
    {
      "q": "How much does Creativeone Wealth, LLC manage?",
      "a": "Creativeone Wealth, LLC reports $6,251,683,061 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Creativeone Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Creativeone Wealth, LLC: Regulatory assets under management: $1,972,193,246 in the October 2021 data and $6,251,683,061 in the October 2026 data, up 217%. Total employees: 131 in October 2021 and 222 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Creativeone Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20,326); high net worth individuals (1,738); corporations or other businesses not listed above (132)."
    },
    {
      "q": "Which custodians does Creativeone Wealth, LLC use?",
      "a": "Creativeone Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Creativeone Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction), and 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281213"
    },
    {
      "q": "What changed in Creativeone Wealth, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1972193246.0,
      "total_employees": 131,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 3241414154.0,
      "total_employees": 146,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2879545390.0,
      "total_employees": 169,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3430274685.0,
      "total_employees": 201,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4828907475.0,
      "total_employees": 217,
      "filing_date": "2025-05-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6251683061.0,
      "total_employees": 222,
      "filing_date": "2026-05-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 197 to 203.",
        "Regulatory assets under management went from $4,828,907,475 to $6,251,683,061 (+29%).",
        "Changed its office addresses in Birmingham, AL.",
        "Changed its office addresses in Overland Park, KS.",
        "Changed its office addresses in Spartanburg, SC.",
        "Added an office in Chippewa Falls, WI.",
        "Added an office in Pasadena, CA.",
        "Added an office in Ponte Vedra, FL.",
        "Added an office in Tempe, AZ.",
        "No longer lists an office in Bellemont, AZ.",
        "No longer lists an office in Jacksonville, FL.",
        "No longer lists an office in Lakewood, CO.",
        "No longer lists an office in Scottsdale, AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 2.25% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 2.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The range of fees for various  asset management services offered by C1W are typically between .25% - 2.25%."
        ]
      }
    ],
    "quotes": [
      "The range of fees for various  asset management services offered by C1W are typically between .25% - 2.25%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/creativeone-wealth-llc-overland-park-ks-281213.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20326,
      "fewer_than_5": false,
      "raum": 3605378068.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1738,
      "fewer_than_5": false,
      "raum": 2236409485.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 75718737.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 48119261.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 21,
      "fewer_than_5": false,
      "raum": 33920515.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 132,
      "fewer_than_5": false,
      "raum": 252136995.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281213",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}