Wealth Management Acquisitions in Hawaii
Showing 1 transactions.
-
June 30, 2025
- Buyer
- Creative Planning
- Target
- Mosaic Pacific
- Industry
- Wealth Management
- Location
- Hawaii, United States
- Type
- Buyout
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.
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