Bank / Wealth / TrustRIA · CRD 281213SEC-Registered

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CreativeOne Wealth

CreativeOne Wealth was established in 2015 as a wealth manager and registered investment advisor. It is based in Overland Park, Kansas. The firm advises...

CreativeOne Wealth logo

CreativeOne Wealth

CreativeOne Wealth was established in 2015 as a wealth manager and registered investment advisor. It is based in Overland Park, Kansas. The firm advises individuals, high-net-worth individuals, and third-party investment advisers. The firm supplies investment advisory services and financial planning. No asset-class allocations, named holdings, or geographic deployment details appear in available records. Client base centers on individuals and advisers within the United States. No team size, additional offices, or adjacent vehicles are recorded. No operational events from the last 24 months are documented. The firm operates as a standard registered investment advisor without disclosed family-office or fund structures.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Overland Park

Corporate office

Overland Park, KS, United States

Frequently asked questions

Who runs investment decisions at CreativeOne Wealth?

No named principals or CIO appear in available records.

Does CreativeOne Wealth participate in fund commitments or only direct deals?

No information on fund commitments or direct deals is recorded.

Where does the underlying wealth come from?

No wealth-origin details are disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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