Creative Planning Acquires Mosaic Pacific
June 30, 2025
Creative Planning has acquired Honolulu-based Mosaic Pacific, a financial advisory firm, in a deal that closed June 30, 2025, adding roughly $430 million in AUM to Creative Planning's platform. The acquisition strengthens Creative Planning's presence in the Pacific region and brings Mosaic Pacific's financial planning and investment management expertise into Creative Planning's national wealth-management offering.
- Buyers
- Creative Planning
- Targets
- Mosaic Pacific
- Industry
- Wealth Management
- Location
- Hawaii, United States
- Transaction Type
- Buyout
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