Gregory Muller
Financial advisor at Creativeone Wealth, LLC · Santa Barbara, CA
Last updated 2026-10-10
Claim your profileGregory Muller is a financial advisor at Creativeone Wealth, LLC in Santa Barbara, CA, CRD 8066591. Licenses and exams on the registration: Series 65. First registered 2025-04-03.
Registration
- CRD number
- 8066591
- Registration status
- Active
- First registered
- 2025-04-03
- Years of experience
- 10
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2025-04 to Present · Creativeone Wealth, LLC · Overland Park, KS
- 2016-08 to 2017-08 · Spectrum King Led, LLC · Los Angeles, CA
- 2017-06 to 2024-10 · Veridian Partners, LLC · Moss Landing, CA
- 2017-09 to 2023-06 · Cfh, Inc. · Longmont, CO
- 2024-10 to 2025-04 · Unemployed · Soquel, CA
Current employment
- Creativeone Wealth, LLC · Overland Park, KS
Creativeone Wealth, LLC
- Regulatory AUM
- $6,251,683,061
- Registered advisors
- 221
- Offices
- 195
- Clients per advisor
- 100.9 (Moderate)
- Average AUM per client
- $280.5K (Low)
- High-net-worth client ratio
- 7.8% (Low)
Creativeone Wealth, LLC: advisors, services and reported ETF investments
Reported ETF positions
Creativeone Wealth reports 614 ETF positions worth $3.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $113.3M |
| VTV — Vanguard Morningstar Value ETF | $111.6M |
| VUG — Vanguard Morningstar Growth ETF | $100.3M |
| QQQ — Invesco QQQ Trust, Series 1 | $94M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $85.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Creativeone Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $68.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $9.2M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $23.1M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Creativeone Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Location
1225 Coast Village Rd, Santa Barbara, CA 93108
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 913-402-7897
- Website: tenacitywealthmanagement.com
Official record
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