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.
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 |