Creative Planning Acquires Castle Wealth Advisors
April 27, 2021
Creative Planning LLC acquired Indianapolis-based Castle Wealth Advisors, bringing approximately $320 million in assets under management and adding Castle’s business valuation capabilities to Creative Planning’s wealth management platform. Castle, founded in 1973 by Gary Pittsford, has offices in Indianapolis and Naperville, Illinois; the deal expands Creative Planning’s client base and service offering.
- Buyers
- Creative Planning LLC
- Targets
- Castle Wealth Advisors
- Industry
- Wealth Management
- Location
- Indiana, United States
- Transaction Type
- Buyout
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