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CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS · CRD 281213 · IAPD ↗ · pioneerwealthmgmt.com · 913-402-7897

$6.25BRegulatory AUM
203Advisory reps
222Employees
62Clients
101-250Planning clients
0Private funds
51States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CREATIVEONE WEALTH, LLC reported RAUM up 29% ($4.83B -> $6.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2026 — CREATIVEONE WEALTH, LLC grew from 197 to 203 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2025 — CREATIVEONE WEALTH, LLC reported RAUM up 41% ($3.43B -> $4.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2025 — CREATIVEONE WEALTH, LLC grew from 188 to 197 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — CREATIVEONE WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2024 — CREATIVEONE WEALTH, LLC grew from 157 to 188 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.