Creative Planning Acquires Monterey Private Wealth
April 20, 2025
Creative Planning, a large independent RIA, announced that Monterey Private Wealth, a Monterey, California–based registered investment advisor overseeing over $1 billion in client assets, has joined Creative Planning. The transaction strengthens Creative Planning’s West Coast presence and gives Monterey’s clients access to Creative Planning’s broader suite of wealth management services while retaining the Monterey advisory team and office.
- Buyers
- Creative Planning, LLC
- Targets
- Monterey Private Wealth
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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