Creative Planning Acquires Mosaic Pacific, Grows Hawaii Presence

Creative Planning has acquired Hawaii-based Mosaic Pacific, adding approximately $430 million in assets under management. Photo credit: Creative Planning.

Posted July 17, 2025

Creative Planning has acquired Hawaii-based Mosaic Pacific, adding to the wealth management firm’s Pacific presence.

Overland Park-based Creative Planning announced that it had officially closed its transaction with Mosaic Pacific, adding approximately $430 million in assets under management to its portfolio. The deal closed on June 30, according to a release.

The acquisition of Mosaic Pacific’s team of eight employees expands Creative Planning’s presence in the Pacific region. The Hawaii RIA was founded in 2014 and has grown its client base to over 600 clients. Mosaic Pacific has a minimum account size of $250,000 per client, according to its website.

“What impressed us most about Mosaic Pacific is their dedication to understanding each client’s complete financial landscape,” Creative Planning president and CEO, Peter Mallouk, said in the release. “Their approach to wealth management mirrors our own commitment to comprehensive service. We’re thrilled to welcome their talented team to Creative Planning.”

Mosaic Pacific is Creative Planning’s thirteenth acquisition in two years, contributing to the firm’s mission to grow its geographical footprint. In April, Creative Planning announced it acquired Monterey Private Wealth, adding more than $1 billion in client assets and expanding its West Coast presence. Before that, the firm acquired Maxwell Wealth Strategies — another California-based RIA — which brought in over $290 million in assets to Creative Planning’s increasing portfolio.

Creative Planning has over $370 billion in combined assets under management and advisement across all 50 states and 90 countries as of June 30.