Creative Planning Acquires Resource Management LLC
April 5, 2022
Creative Planning LLC has acquired Resource Management LLC, a fee-only advisory firm with $1.9 billion in AUM led by president and CEO Randy Waesche. The deal expands Creative Planning’s national footprint and adds clients and capabilities in financial planning, family enterprise advising and asset management; DeVoe & Co. served as financial advisor to Resource Management on the transaction.
- Buyers
- Creative Planning LLC
- Targets
- Resource Management LLC
- Industry
- Wealth Management
- Location
- Louisiana, United States
- Transaction Type
- Buyout
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