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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...
Overview
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
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.
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