CreativeOne Wealth Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2015

Year Founded

  • Professionals
  • 146

Professionals

  • AUM

CreativeOne Wealth General Information

Description

Creativeone Wealth is a wealth management firm based in Overland Park, Kansas. Established in 2015, the firm provides quality investment solutions, innovative technology, practice management efficiencies, and marketing resources to its clients who operate their businesses with the highest integrity. The assets of the firm are managed by its executive management team. The firm is a Registered Investment Adviser (RIA).

Contact Information

Formerly Known As
The ChangePath, ChangePath LLC, Change Path, Llc
Year Founded
2015
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
President
Email
ma
Phone
+1 (888)
Corporate Office
  • 6330 Sprint Parkway
  • Suite 400
  • Overland Park, KS 66211
  • United States
+1 (888)

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CreativeOne Wealth Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

CreativeOne Wealth Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Partnervest Advisory Services Santa Barbara, CA 2000

CreativeOne Wealth FAQs

  • When was CreativeOne Wealth founded?

    CreativeOne Wealth was founded in 2015.

  • Where is CreativeOne Wealth headquartered?

    CreativeOne Wealth is headquartered in Overland Park, KS.

  • How many Assets Under Management (AUM) does CreativeOne Wealth have?

    CreativeOne Wealth has in assets under management.

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