CREATIVEONE WEALTH, LLC
CRD #281213 SEC #801-106677 OVERLAND PARK, KS 913-402-7897
SEC Registered Disclosures
Total AUM
$4.8B
Discretionary
$4.8B
Employees
217
Clients
101
Accounts
29,437
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $4.8B | $4.8B | $0 | 217 | 52 |
| Aug 2025 | $4.8B | $4.8B | $0 | 217 | 52 |
| May 2025 | $4.8B | $4.8B | $0 | 217 | 52 |
| Apr 2025 | $4.8B | $4.8B | $0 | 217 | 52 |
| Mar 2025 | $4.8B | $4.8B | $0 | 217 | 52 |
| Oct 2024 | $3.4B | $3.4B | $0 | 201 | 30 |
| Mar 2024 | $3.4B | $3.4B | $0 | 201 | 30 |
| Oct 2023 | $2.9B | $2.9B | $0 | 169 | 28 |
| Mar 2023 | $2.9B | $2.9B | $0 | 169 | 28 |
| Jun 2022 | $3.2B | $3.2B | $0 | 146 | 38 |
| Mar 2022 | $3.2B | $3.2B | $0 | 146 | 38 |
| Dec 2021 | $2B | $2B | $274.4K | 131 | 28 |
| Dec 2021 | $2B | $2B | $274.4K | 131 | 28 |
| Apr 2021 | $2B | $2B | $274.4K | 131 | 28 |
| Jan 2021 | $1.8B | $1.8B | $18.8M | 131 | 25 |
| Dec 2020 | $1.8B | $1.8B | $18.8M | 131 | 25 |
| Nov 2020 | $1.8B | $1.8B | $18.8M | 131 | 25 |
| Jun 2020 | $802.4M | $802.4M | $0 | 77 | 16 |
| Mar 2020 | $802.4M | $802.4M | $0 | 77 | 16 |
| Mar 2020 | $802.4M | $802.4M | $0 | 77 | 16 |
| Feb 2020 | $443.8M | $443.8M | $0 | 70 | 5 |
| Jan 2020 | $443.8M | $443.8M | $0 | 70 | 5 |
| Jul 2019 | $443.8M | $443.8M | $0 | 70 | 5 |
| Apr 2019 | $443.8M | $443.8M | $0 | 70 | 5 |
| Mar 2019 | $443.8M | $443.8M | $0 | 70 | 5 |
| Dec 2018 | $283.7M | $283.7M | $0 | 44 | 5 |
| Oct 2018 | $283.7M | $283.7M | $0 | 44 | 5 |
| Jun 2018 | $283.7M | $283.7M | $0 | 44 | 5 |
| May 2018 | $283.7M | $283.7M | $0 | 44 | 5 |
| May 2018 | $283.7M | $283.7M | $0 | 44 | 5 |
| May 2018 | $283.7M | $283.7M | $0 | 38 | 5 |
| May 2018 | $283.7M | $283.7M | $0 | 38 | 5 |
| Apr 2018 | $283.7M | $283.7M | $0 | 38 | 5 |
| Mar 2018 | $283.7M | $283.7M | $0 | 38 | 5 |
| Sep 2017 | $80M | $80M | $0 | 13 | 525 |
| Sep 2017 | $80M | $80M | $0 | 13 | 525 |
| Aug 2017 | $80M | $80M | $0 | 13 | 525 |
| Jul 2017 | $80M | $80M | $0 | 13 | 525 |
| Jun 2017 | $80M | $80M | $0 | 13 | 525 |
| May 2017 | $80M | $80M | $0 | 13 | 525 |
| Mar 2017 | $80M | $80M | $0 | 13 | 525 |
| Mar 2017 | $10K | $10K | $0 | 10 | 1 |
| Feb 2017 | $10K | $10K | $0 | 10 | 1 |
| Feb 2017 | $10K | $10K | $0 | 10 | 1 |
| Feb 2017 | $10K | $10K | $0 | 10 | 1 |
| Feb 2017 | $10K | $10K | $0 | 7 | 1 |
| Feb 2017 | $10K | $10K | $0 | 7 | 1 |
| Feb 2017 | $10K | $10K | $0 | 7 | 1 |
| Jan 2017 | $10K | $10K | $0 | 7 | 1 |
| Jan 2017 | $10K | $10K | $0 | 7 | 1 |
| Jan 2017 | $10K | $10K | $0 | 1 | 1 |
| Dec 2016 | $10K | $10K | $0 | 1 | 1 |
| Nov 2016 | $10K | $10K | $0 | 1 | 1 |
| Nov 2016 | $10K | $10K | $0 | 1 | 1 |
| Nov 2016 | $10K | $10K | $0 | 1 | 1 |
| Apr 2016 | $10K | $10K | $0 | 2 | 1 |
| Apr 2016 | $10K | $10K | $0 | 2 | 1 |
| Feb 2016 | $0 | $0 | $0 | 2 | 0 |
| Sep 2015 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees217
Clients52
DateAug 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees217
Clients52
DateMay 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees217
Clients52
DateApr 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees217
Clients52
DateMar 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees217
Clients52
DateOct 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees201
Clients30
DateMar 2024
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees201
Clients30
DateOct 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees169
Clients28
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees169
Clients28
DateJun 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees146
Clients38
DateMar 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees146
Clients38
DateDec 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$274.4K
Employees131
Clients28
DateDec 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$274.4K
Employees131
Clients28
DateApr 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$274.4K
Employees131
Clients28
DateJan 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$18.8M
Employees131
Clients25
DateDec 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$18.8M
Employees131
Clients25
DateNov 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$18.8M
Employees131
Clients25
DateJun 2020
Total AUM$802.4M
Discretionary$802.4M
Non-Disc.$0
Employees77
Clients16
DateMar 2020
Total AUM$802.4M
Discretionary$802.4M
Non-Disc.$0
Employees77
Clients16
DateMar 2020
Total AUM$802.4M
Discretionary$802.4M
Non-Disc.$0
Employees77
Clients16
DateFeb 2020
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees70
Clients5
DateJan 2020
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees70
Clients5
DateJul 2019
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees70
Clients5
DateApr 2019
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees70
Clients5
DateMar 2019
Total AUM$443.8M
Discretionary$443.8M
Non-Disc.$0
Employees70
Clients5
DateDec 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees44
Clients5
DateOct 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees44
Clients5
DateJun 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees44
Clients5
DateMay 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees44
Clients5
DateMay 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees44
Clients5
DateMay 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees38
Clients5
DateMay 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees38
Clients5
DateApr 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees38
Clients5
DateMar 2018
Total AUM$283.7M
Discretionary$283.7M
Non-Disc.$0
Employees38
Clients5
DateSep 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateSep 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateAug 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateJul 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateJun 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateMay 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateMar 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees13
Clients525
DateMar 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees10
Clients1
DateFeb 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees10
Clients1
DateFeb 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees10
Clients1
DateFeb 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees10
Clients1
DateFeb 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees7
Clients1
DateFeb 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees7
Clients1
DateJan 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees7
Clients1
DateJan 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees7
Clients1
DateJan 2017
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees1
Clients1
DateDec 2016
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees1
Clients1
DateNov 2016
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees1
Clients1
DateNov 2016
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees1
Clients1
DateNov 2016
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees1
Clients1
DateApr 2016
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees2
Clients1
DateApr 2016
Total AUM$10K
Discretionary$10K
Non-Disc.$0
Employees2
Clients1
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0