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Creative Planning buys Gupta Wealth Management's assets

Creative Planning Inc. has acquired all of Gupta Wealth Management LLC's assets, including all client relationships, according to a regulatory filing.

The acquisition was made through an agreement signed March 28, 2016.

Gupta Wealth Management continues to receive part of the revenue generated by clients who joined Creative Planning in connection with the acquisition. As of Dec. 31, 2016, the California-based asset manager had assets under management of approximately $2.5 million, which represent accounts that are yet to be transferred to Creative Planning.

Gupta Wealth Management has stopped accepting or managing client accounts.