Creativeone Wealth, LLC

CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting and sub‑advisory services to a mix of individual (including high‑net‑worth) clients, corporations, charitable organizations and other RIAs. Services are delivered through its network of Investment Adviser Representatives who contract on the C1W platform and, where authorized, manage client assets under discretionary Discretionary Investment Management Agreements (DIMAs).

The firm implements portfolios using a blend of proprietary ETF‑based core models, third‑party model managers, boutique equity managers and option‑based strategies, and it discloses use of quantitative, fundamental and modern portfolio theory in its analyses. C1W’s platform supports tailored suitability assessments, regular rebalancing, and the use of sub‑advisers and model portfolios (including its sub‑advisory role for the AdvisorShares STAR™ Global Buy Write ETF, VEGA).

Among features that distinguish C1W from many peers, the brochure discloses that some IARs maintain separate professional practices such as law practices, and the firm operates alongside affiliated entities (an affiliated broker‑dealer and an insurance marketing organization), with related disclosures and supervisory procedures to address conflicts of interest. The firm also documents arrangements with Strategic Sponsors that provide marketing, training and educational materials to IARs (including sponsored seminars and event reimbursements) and distributes model and sub‑advised strategies across a large enterprise platform.