Creative Planning Acquires Rosen Capital Management
June 10, 2022
Creative Planning LLC has acquired Rosen Capital Management, a Macon, Georgia-based wealth management firm managing $114 million in AUM and bringing two employees (including CEO Glenn Rosen) into Creative Planning. The deal expands Creative Planning’s footprint in Georgia; Incap (Baltimore) served as financial advisor to Rosen Capital Management.
- Buyers
- Creative Planning LLC
- Targets
- Rosen Capital Management
- Industry
- Wealth Management
- Location
- Georgia, United States
- Transaction Type
- Buyout
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