Creative Planning has acquired TrueWealth, a registered investment advisory firm located in Atlanta. TrueWealth provides comprehensive financial planning and investment management for clients with approximately $1.6 billion in assets under management.
Peter Mallouk, CEO of Creative Planning, said, “This is our largest and most significant acquisition to date. TrueWealth has a substantive, positive impact on our talent pool, with a large team of experienced, credentialed advisers. I had the opportunity to meet with each of them individually, and the team fits perfectly into the Creative Planning culture. We met with several firms in Atlanta, and TrueWealth is the clear choice to help us expand our presence. We share a similar planning led approach, investment strategy and relentless commitment to the client.”
