Creative Planning Acquires TrueWealth
September 1, 2020
Creative Planning Inc. has acquired Atlanta-based Registered Investment Adviser TrueWealth, which manages approximately $1.6 billion in assets. The deal expands Creative Planning's presence in Atlanta and adds TrueWealth's team of advisors and client relationships to Creative's national wealth management platform.
- Buyers
- Creative Planning Inc.
- Targets
- TrueWealth
- Industry
- Financial Services
- Location
- Georgia, United States
- Transaction Type
- Buyout
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