Creative Planning with $300 billion in assets under management and advisors in all 50 states and 90 countries is a behemoth of the RIA world… and it keeps scooping up smaller players.
On April 2, 2024 Creative Planning CEO Peter Mallouk welcomed them to the group and called them „thought leaders in the Central Texas community“.
ML&R Wealth Management has offices in Austin and Round Rock, with 18 employees and $2.2 billion in client assets.
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Our proprietary database IMD tracks companies, products and talent across global private markets and wealth management (www.InvestmentManagementData.com)
Warren Enskat Group 
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