Creative Planning acquires RIA advisory firm TrueWealth
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 […]