Wealth manager, independent · Overland Park, KS
Creativeone Wealth, LLC
SEC-registered investment adviser · CRD 281213 · SEC 801-106677
At a glance
Creativeone Wealth, LLC is an SEC-registered investment adviser based in Overland Park, Kansas, with $6.3B in regulatory assets under management as of its Form ADV filed May 4, 2026. It reports 22,064 individual clients, 1,738 of them high-net-worth, holding an average of about $0.3 million each, and 222 employees. That ranks it 171st among the nation’s 5,657 independent wealth management RIAs and 5th of 74 in Kansas. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 913-402-7897creativeonewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $6.3B
- Rank among independent wealth managers
- #171 of 5,657
- Rank among all SEC RIAs
- #1,814 of 17,210
- Rank in Kansas
- #5 of 74
- Individual clients
- 22,064
- High-net-worth clients
- 1,738
- Accounts
- 35,425
- Discretionary
- 100% of AUM
- Employees
- 222
- Advisory staff
- 203
- Offices
- 109
Owners and executives on its Form ADV
- Michael H MillerOwner
- Kenneth R. HymanSenior Vice President, Business Development
- Martin J. PfannenstielPresident, Sales & Business Development
- Chang ShinChief Compliance Officer
- Matthew S. KramperChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Creativeone Wealth, LLC is a hybrid RIA: 24 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Creativeone Securities, LLC.
- Creativeone Securities, LLC ↗CRD 152974
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 20,326 | $3.6B | 58% |
| High-net-worth individuals | 1,738 | $2.2B | 36% |
| Corporations or other businesses | 132 | $252M | 4% |
| Investment companies | 1 | $76M | 1% |
| Pension and profit sharing plans | 73 | $48M | <1% |
| Charitable organizations | 21 | $34M | <1% |
Disciplinary disclosures
Creativeone Wealth, LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗creativeonewealth.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 654 peers of its type and size
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- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| MarinerOverland Park | $125B | 54,583 |
| Mariner Advisor NetworkOverland Park | $9.6B | 16,100 |
| Mariner IndependentOverland Park | $7.3B | 4,261 |
| Cetera Planning PartnersLeawood | $4.2B | 4,748 |
| FAS Wealth Partners, Inc.Leawood | $3.8B | 1,524 |
| Caliber Wealth Management, LLCOverland Park | $1.8B | 1,668 |
Background
Questions
How much does Creativeone Wealth, LLC manage?
Creativeone Wealth, LLC reports $6.3B in regulatory assets under management across 35,425 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 4, 2026.
How many clients does Creativeone Wealth, LLC have?
It reports 22,064 individual clients: 1,738 high-net-worth individuals and 20,326 other individuals. Individuals account for about 93% of its regulatory assets.
Where is Creativeone Wealth, LLC headquartered?
Its main office is in Overland Park, Kansas. It reports 109 offices in total and 222 employees, 203 of whom perform investment advisory functions.
How does Creativeone Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Creativeone Wealth, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed May 4, 2026, it reports these amounts held: Charles Schwab ($4.8B); Fidelity ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Creativeone Wealth, LLC a hybrid RIA with a broker-dealer?
Creativeone Wealth, LLC is a hybrid RIA: 24 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Creativeone Securities, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Creativeone Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Creativeone Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 24 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Creativeone Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →