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Creativeone Wealth, LLC
CreativeOne Wealth, LLC is an SEC-registered investment advisory firm headquartered in Overland Park, Kansas. The firm delivers an adviser-centric experience and technology-driven wealth management solutions, focusing on supporting independent investment adviser representatives, subadvisers, and solicitors throughout the U.S. CreativeOne Wealth provides vertically integrated services that include portfolio management, consultation, and operational support tailored to financial firms. According to recent filings, the firm manages $3.8 billion in assets and is known for empowering entrepreneurial financial advisors to help them grow their businesses.
Investment Strategy
CreativeOne Wealth employs a collaborative, technology-driven approach to wealth management. Its strategy focuses on providing back-office support, tailored investment models, risk-aligned asset allocation, and consolidated platforms for independent financial advisers. The platform leverages proprietary and third-party strategies, recommending diversified asset mixes including stocks, ETFs, mutual funds, and sometimes annuity products, all calibrated to clients’ risk tolerance, investment horizon, and objectives. Emphasis is placed on operational efficiency, goal alignment, and seamless integration to remove barriers to advisor growth.
Latest 13F Filing Activity
Creativeone Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,080 equity positions with a total 13F market value of $4B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Blackrock Etf Trust among other positions. Creativeone Wealth, LLC reduced exposure to J P Morgan Exchange Traded F, SPDR Series Trust, Ishares Inc. among others.
Top Holdings
Equity Positions (1,080)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 2.29% | $87.4M | 1,533,577 | $46.26 | $57.01 | +$11.9M |
V VUG | VANGUARD INDEX FDS | 2.19% | $83.7M | 190,859 | $232.19 | $438.40 | +$15.2M |
V VTV | VANGUARD INDEX FDS | 2.14% | $81.7M | 462,205 | $128.84 | $176.74 | +$1.9M |
A AAPL | APPLE INC | 1.89% | $72.3M | 352,169 | $198.98 | $205.17 | -$2.5M |
A AMZN | AMAZON COM INC | 1.88% | $71.9M | 327,670 | $187.46 | $219.39 | +$13.0M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | Kansas City, MO , United States |
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