TrueWealth - Ownership and Business Overview

Financial ServicesCompany

TrueWealth Ownership

Who owns TrueWealth?

TrueWealth is owned by Creative Planning. It was acquired on September 1, 2020.

TrueWealth Business Overview

Where is TrueWealth headquartered?

TrueWealth is headquartered in Atlanta, Georgia.

What sector is TrueWealth in?

TrueWealth is a financial services company.

When was TrueWealth founded?

TrueWealth was founded in 1999.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 178 acquisitions of financial services companies in 2020, including 21 acquisitions by private equity firms, and 157 by strategics.

TrueWealth LLC

3630 Peachtree Road, NE, Suite 300,
Atlanta, Georgia 30326
United States,
(404) 487-0500
www.truewealth.com

TrueWealth LLC provides comprehensive financial planning and investment management for clients with approximately $1.6 billion in Assets Under Management. TrueWealth was established in 1999 and is based in Atlanta, Georgia.


Company Summary

SECTOR

Financial Services

Established

1999

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