Data / Investment advisers / Kansas / Creativeone Wealth, LLC
Creativeone Wealth, LLC, Overland Park, KS: $6.3 billion AUM, SEC registered investment adviser
Creativeone Wealth, LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $6.3 billion in regulatory assets under management in its Form ADV filed May 4, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 281213
- SEC file number
- 801-106677
- SEC status
- Approved, effective September 25, 2015
- Main office
- 6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
- Phone
- (913) 402-7897
- Website
- pioneerwealthmgmt.com
- Regulatory AUM
- $6,251,683,061 in the Form ADV filed May 4, 2026
- Discretionary AUM
- $6,251,683,061
- Accounts
- 35,425
- Employees
- 222, of which 203 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 108
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions, other Item 11 matters
- Latest Form ADV filing
- May 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 20,326 | $3.61 billion |
| High net worth individuals | 1,738 | $2.24 billion |
| Corporations or other businesses | 132 | $252.1 million |
| Investment companies | 1 | $75.7 million |
| Pension and profit sharing plans | 73 | $48.1 million |
| Charitable organizations | 21 | $33.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.25 billion | March 31, 2026 |
| December 1, 2025 | $4.83 billion | October 31, 2025 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mariner | Overland Park | $125.41 billion | 2 | adviserinfo.sec.gov |
| Prime Capital Financial | Overland Park | $39.14 billion | Not listed | adviserinfo.sec.gov |
| Mariner Advisor Network | Overland Park | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Tortoise Capital Advisors, L.L.C. | Overland Park | $8.93 billion | 1 | adviserinfo.sec.gov |
| Mariner Independent | Overland Park | $7.34 billion | Not listed | adviserinfo.sec.gov |
| Two West Capital Advisors LLC | Overland Park | $3.89 billion | Not listed | adviserinfo.sec.gov |
| Mariner | Overland Park, | $2.77 billion | Not listed | adviserinfo.sec.gov |
| Creativeone Securities, LLC | Overland Park | $2.54 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Creativeone Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.