Creative Planning Holdco, LLC — Form D
Creative Planning Holdco, LLC of OVERLAND PARK, KS, a company, filed a Form D exempt-offering notice with the SEC on 2026-03-12. The offering totals $2.0M, of which $2.0M was reported sold. Industry: Investing.
Offering
- Filed: 2026-03-12
- Form: D
- Accession: 0001014108-26-000014
- Industry: Investing
- Exemptions: 06b
- Total offering: $2.0M
- Amount sold: $2.0M
- Minimum investment: $800K
- Investors: 2
- Date of first sale: 2026-03-02
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-576358
Issuer
- Name: Creative Planning Holdco, LLC
- CIK: 0002086659
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Address: 5454 WEST 110TH STREET, OVERLAND PARK, KS, 66211
- Phone: 913-955-3676
Officers, directors & promoters (4)
| Name | Role | Location |
|---|
| Peter Mallouk | Executive Officer | Overland Park, KS |
| Lee Richardson | Executive Officer | Overland Park, KS |
| Dave Kaye | Director | Overland Park, KS |
| Dave Kaye | Executive Officer | Overland Park, KS |
Other filings by this issuer (2)
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