Credent Wealth Management Announces Public Launch of Credent Advisor Solutions (CAS), a Turnkey Asset Management Platform
October 30, 2024 09:00 ET
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Credent Wealth Management
Auburn, IN, Oct. 30, 2024 (GLOBE NEWSWIRE) -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a fee-only RIA headquartered in Indiana, is excited to announce the public launch of...
Credent Wealth Management Acquires Clarify Wealth Management, Expanding Its Geographical Reach to Cincinnati and Lafayette, IN.
October 01, 2024 09:00 ET
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Credent Wealth Management
Auburn, IN, Oct. 01, 2024 (GLOBE NEWSWIRE) -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a fee only RIA headquartered in Indiana, has announced the acquisition of Clarify...
Credent Wealth Management to Accelerate Growth with Capital Infusion from Crestline Investors
July 23, 2024 09:00 ET
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Credent Wealth Management
Auburn, IN, July 23, 2024 (GLOBE NEWSWIRE) -- CX Institutional, LLC d/b/a Credent Wealth Management (“Credent”), a $2.6 billion RIA headquartered in Indiana, has announced a strategic investment...
Credent Wealth Management Lands Two New Advisor Firms
April 25, 2024 09:00 ET
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Credent Wealth Management
Two independent RIA's join Credent Wealth Management's partnership model and capitalize on exponential growth with a seamless transition.
Credent Wealth Management announces 2 new merger deals
March 22, 2023 08:30 ET
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Credent Wealth Management
Auburn, Ind., March 22, 2023 (GLOBE NEWSWIRE) -- Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners to join the...
Credent Wealth Management merges with Personal Wealth Partners
August 11, 2022 10:20 ET
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Credent Wealth Management
FORT WAYNE, Ind., Aug. 11, 2022 (GLOBE NEWSWIRE) -- Credent Wealth Management has announced a merger with Personal Wealth Partners. Personal Wealth Partners will now operate as Credent Wealth...