Great Elm Capital Corp. (0001675033) (Filer) — SEC 8-K Filing
Financial ServicesMarylandOther
Great Elm Capital
Jun 8, 2026
Creative Planning Acquires Baseline Wealth Management
Announced
Financial ServicesAdd-on
Deal Overview
Creative Planning has acquired Baseline Wealth Management as its first international RIA add-on. The announcement positions the deal as an expansion of Creative Planning’s wealth-management footprint through a platform acquisition.
Baseline Wealth Management will operate within Creative Planning’s broader wealth-management structure following the transaction.
Key Details
- Transaction
- Creative Planning acquires Baseline Wealth Management
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