Creative Planning, a US-based registered investment adviser (RIA), has acquired Atlanta-based TrueWealth for an undisclosed price. TrueWealth is a registered investment advisory firm, which offers financial planning and investment management for clients with nearly $1.6 billion in assets under management. Peter Mallouk – CEO of Creative Planning said: “This is our largest and most significant acquisition […]
Creative Planning, a US registered investment adviser (RIA), has acquired Lenox Wealth Management, an RIA firm in Cincinnati, Ohio, for an undisclosed price. Lenox Wealth Management offers financial planning and investment management for clients with nearly $600 million in assets under management. The acquisition by Creative Planning is expected to help Lenox Wealth Management improve […]
