CREATIVE PLANNING
Q1 2025 Form 13-F
OVERLAND PARK, KANSAS
$106.4B Reported Value Total
CREATIVE PLANNING reports 269,686 total accounts under management (AUM). There are 267,081 discretionary accounts valued at $214,615,513,984, and 2,605 non-discretionary accounts valued at $2,783,810,997.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.