SEO URLwww.firestrike.ai/deals/baseline-wealth-management-creative-planning-acquisition-2026-1
acquisitionAnnounced · Jan 13, 2026Financial ServicesSource · CredibleArticle · Factual
Creative Planning acquires Baseline Wealth Management
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
Deal value
$1B
Target
Baseline Wealth Management
Geneva, Geneva
Acquirer
Creative Planning
Full Acquisition
Status
Announced
Creative Planning agreed to acquire Baseline Wealth Management. Reported deal value: $1B. Status: Announced. Sector: Financial Services. Target headquarters context: Geneva, Geneva, Switzerland.
This page summarizes publicly available information about the transaction as of 2026-01-13. Figures and status may change as filings and press coverage update.
Creative Planning , which is majority -owned by CEO Peter Mallouk, announced Tuesday that it has acquired Baseline Wealth Management with locations in Geneva and Zurich, 14 employees, and more than $1 billion in AUM
Deal timeline
Announced
Jan 13, 2026 · wealthmanagement.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Financial Services with a reported deal value of $1B. Figures and status may change as sources update.
Sources: wealthmanagement.com · Primary article · FireStrike proprietary index