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Acquisition

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Acquisition Details

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Home › Acquisitions › Creative Planning Acquires Baseline Wealth Management

Creative Planning Acquires Baseline Wealth Management

Creative Planning acquired Baseline Wealth Management. View deal terms, timeline, and press on Fsome.

Deal Details

Acquirer: Creative Planning
Acquired Company: Baseline Wealth Management
Acquisition Type: Acquisition
Announced: January 13, 2026

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