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Baseline Wealth Management Acquired by Creative Planning — Financial Services M&A

Announced
Financial ServicesAdd-on

Deal Summary

Creative Planning acquired Baseline Wealth Management, expanding its wealth management RIA footprint internationally.

Key Details

Transaction
Creative Planning acquires Baseline Wealth Management
Reported Value
$1 billion

Source

Read full article on news.google.com

via GN - wealth management RIA · January 13, 2026

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