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Acquisition

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Acquisition Details

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Home › Acquisitions › Creative Planning Acquires Castle Wealth Advisors

Creative Planning Acquires Castle Wealth Advisors

Creative Planning acquired Castle Wealth Advisors. View deal terms, timeline, and press on Fsome.

Deal Details

Acquirer: Creative Planning
Acquired Company: Castle Wealth Advisors
Acquisition Type: Acquisition
Announced: April 27, 2021

Canonical: https://fsome.com/acquisitions/creative-planning-acquires-castle-wealth-advisors-8190341 · For the full deal terms, timeline, and press references, please enable JavaScript.