CRD: 281213
Creativeone Wealth, LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-25-2015
- Office Locations
- 153
Office Locations
About Creativeone Wealth, LLC
CreativeOne Advisors Group is the client-facing brand of CreativeOne Wealth, LLC (RIA). It provides personalized investment management and financial planning for individuals and families, with a strong focus on retirement income planning, and offers insurance strategies through licensed insurance professionals. Portfolios are commonly implemented with public funds and ETFs. The firm is part of the CreativeOne family alongside a FINRA/SIPC broker-dealer.
Reported data analysis
What the numbers show
Between October 31, 2025 and May 4, 2026, reported AUM increased 29.5%, from $4.8B to $6.3B.
Across 5 reported observations, AUM increased 92.9% between June 30, 2022 and May 4, 2026, from $3.2B to $6.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 203 advisory representatives and 22,353 clients, or 110.1 clients per representative. That equates to $279.7K in reported AUM per client.
The profile lists 153 reported office locations and 10 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL H MILLER
Owner
- CRD
- #6258653
- Ownership
- 5% but less than 10%
Kenneth Hyman
SENIOR VICE PRESIDENT
- CRD
- #1142754
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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BRIAN THOMAS ABBOTT
Co-Founder – Financial Advisor
- CRD
- #3222569
Aaron Bachelor
--
- CRD
- #7519022
Showing 2 of 217 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,251,683,061 | $176,477 |
| Non-Discretionary | $0 | -- |
| Total | $6,251,683,061 | $176,477 |
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Separately Managed Accounts
SMA allocation detail is available
Creativeone Wealth, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Creativeone Wealth, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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