CREATIVEONE WEALTH, LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 281213
- Registered since
- September 25, 2015
- Website
- www.creativeonewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals57.67%
- HNWI35.77%
- Corporations / Businesses4.03%
- Investment Companies1.21%
- Pension & Profit Sharing Plans0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Creativeone Wealth, LLC is an SEC-registered independent broker-dealer and registered investment adviser that opened in 2015 and operates as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients and provides a mix of fee models (percentage of AUM, hourly, fixed and other). Core advisory services include financial planning, portfolio management for individuals/small businesses and investment companies, manager selection, and client education through publications and seminars. The firm identifies as an active ESG investor and maintains industry relationships across broker-dealer, accounting, legal and insurance channels.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities25%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds3%
- State & Local Bonds1%
Owners & executives
3 of 13MATTHEW KRAMPER
Chief Operating OfficerCRD 2750651
CLAYTON TURNER
Founder & CEOCRD 5072692
MICHAEL MILLER
President and Chief Executive OfficerCRD 6258653
Contacts
3 of 205Michael Young
Investment Adviser RepresentativeCRD 7851556
JAMES ZIFER
PresidentCRD 2884061
Carl Lovsted
Investment Adviser RepresentativeCRD 6836892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 807Active vs passive
$3.5B in ETFs
61%
$2.2B
30%
$1.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $101M | 1,577,008 | 2.86% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 6330 Sprint Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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