| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Russell Avis Control | Chief Operating Officer | Under 5% | 2022 |
| Chang Shin Control | Chief Compliance Officer | Under 5% | 2024 |
| Cm2 Holding Company, Inc Control | Owner | 50-75% | 2015 |
Creativeone Wealth, LLC reports $4.8 billion in regulatory assets under management on its Form ADV.
Creativeone Wealth, LLC reports 217 employees.
Creativeone Wealth, LLC is based in Overland Park, KS and has been SEC-registered since 2015.
Creativeone Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211 |
| Phone | 913-402-7897 |
| Fax | 9136611183 |
| Office hours | Office Visits By Appointment Only |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1739728 |
| Discloses disciplinary history | Yes |
| Discretionary | $4.83B |
| Non-discretionary | $0 |
| Total (RAUM) | $4.83B |