Dylan
Rauh

Creativeone Wealth, LLC

CRD#7126325
Investment Advisor
in Denver, CO

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About this Advisor

Dylan Rauh is a financial advisor based in Denver, Colorado, working with Creativeone Wealth, LLC. Dylan has previously held positions at Equitable Advisors, LLC, Blackstone Country Club, Rookies Bar And Grill, Vermillion Country Bobcats Sphl, Aurora University, Evolve Landscapes, Junior Hockey Player, South Suburban Parks And Recreation- Family Sports Center, Creativeone Wealth, and Bam Advisory Group. Dylan has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Dylan is part of Creativeone Wealth, LLC, which operates out of Denver, Colorado. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

165 S. Union Blvd., Suite 675
Denver, CO 80228

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Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management

$3,430,274,685

CO Average: $2,243,162,756
Total Number of Employees

201

CO Average: 44
Total Number of Accounts

21,910

CO Average: 4,091
Average Account Size

$156,562

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Dylan Rauh Work History

2023 - Present (2 years)

Creativeone Wealth

2023 - Present (2 years)

Bam Advisory Group

2022 - 2023 (1 year)

Equitable Advisors, LLC

2022 - 2022 (< 1 year)

Rookies Bar And Grill

2022 - 2022 (< 1 year)

Vermillion Country Bobcats Sphl

2021 - 2021 (< 1 year)

Equitable Advisors, LLC

2020 - 2020 (< 1 year)

Evolve Landscapes

2019 - 2019 (< 1 year)

Equitable Advisors, LLC

2018 - 2022 (4 years)

Aurora University

2017 - 2023 (6 years)

Blackstone Country Club

2015 - 2018 (3 years)

Junior Hockey Player

2013 - 2015 (2 years)

South Suburban Parks And Recreation- Family Sports Center

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Disclosures

Please visit the SEC profile of Dylan Rauh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Wealth, LLC

Ralph Nicosia
Woodland Park, CO
Cassandra Camerer
Leawood, KS
Kimberly Malesky
Leawood, KS
Daniel Delaney
Leawood, KS
Jordan Brill
Leawood, KS
Michael Floyd
Scottsdale, AZ
Patrick Wiegers
Saint Louis, MO
Micah Skebo
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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