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Monday, April 15, 2024

Artistic Planning Buys $2.2B Wealth Supervisor in Texas


Artistic Planning says it has acquired Maxwell Locke & Ritter Wealth Administration, a $2.2 billion wealth administration agency with places of work in Austin and Spherical Rock, Texas.

ML&R Wealth Administration has been advising people, households, companies and non-profits for greater than 25 years. The deal closed on April 1, with 18 ML&R staff becoming a member of Artistic Planning.

With the newest buy and 6 massive offers struck in 2023, Artistic Planning’s mixed belongings beneath administration and advisement now surpass $300 billion.

Peter Mallouk, CEO of Artistic Planning, stated ML&R stands out for its robust popularity within the area and for “continuously participating with companies and people with a breadth of insights and options to plan for a financially sound future.”

ML&R Wealth Administration’s methodology, in line with Artistic Planning, entails a holistic strategy throughout funding administration, monetary planning and threat mitigation — permitting the agency to create tailor-made methods that align with consumer’s wants and aspirations.

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