CREATIVE PLANNING
Q4 2024 Form 13-F
OVERLAND PARK, KANSAS
$102.8B Reported Value Total
CREATIVE PLANNING reports 234,298 total accounts under management (AUM). There are 231,252 discretionary accounts valued at $172,319,359,409, and 3,046 non-discretionary accounts valued at $2,952,319,460.
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.