Credent Wealth Management Announces Public Launch of Credent Advisor Solutions (CAS), a Turnkey Asset Management Platform
30 oct. 2024 09h00 HE
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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.
01 oct. 2024 09h00 HE
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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
23 juil. 2024 09h00 HE
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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
25 avr. 2024 09h00 HE
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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
22 mars 2023 08h30 HE
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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
11 août 2022 10h20 HE
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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...