Announced
Completed
Financials
Tags
United States
wealth manager
Asset Managers and Custodians
Acquisition
Completed
Friendly
Single Bidder
Majority
Domestic
Private
Private Equity
Synopsis
Creative Planning, an independent wealth management firm and registered investment advisor, completed the acquisition of ML&R Wealth Management, a company that works with non-profit organizations to build their portfolios over the long term, from Maxwell Locke & Ritter, a tax, audit, risk assurance, and transaction advisory services company. Financial terms were not disclosed. "We are pleased to welcome ML&R Wealth Management and their expert team into the Creative Planning fold. They've built a strong reputation as thought leaders as well as presence in the Central Texas community, constantly engaging with businesses and individuals with a breadth of insights and solutions to plan for a financially sound future," Peter Mallouk, Creative Planning CEO.
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