Announced

Completed

Creative Planning completed the acquisition of Baseline Wealth Management.

Synopsis

Creative Planning, an independent wealth management firm and registered investment advisor, completed the acquisition of Baseline Wealth Management, a company that provides investment management services across public and private markets. Financial terms were not disclosed. "We're absolutely thrilled to have Baseline join Creative Planning for our initial expansion into Europe. We've long recognized the large international demand for Creative Planning's unique financial planning model. In addition to Baseline's extensive experience serving international and U.S. clients, they also share our core values of integrity, transparency and a strong fiduciary responsibility to clients," Peter Mallouk, Creative Planning President and CEO.

Show Details & Financials

Did you work on this deal?

Claim Deal

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Claim Deal

All rights reserved. Copyright © 2026 Datasite

MergerLinks - Creative Planning completed the acquisition of Baseline Wealth Management.