Creative Planning Acquires Keystone Wealth Partners
April 12, 2022
Creative Planning LLC, a large independent wealth management firm based in Overland Park, Kansas, has acquired Keystone Wealth Partners, an Arizona- and North Dakota-based wealth management firm managing over $644 million in AUM. The deal adds Keystone's 29 employees and 13 advisors to Creative Planning's platform and expands Creative Planning's advisory footprint and capabilities in tax, estate and holistic financial planning.
- Buyers
- Creative Planning LLC
- Targets
- Keystone Wealth Partners
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
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