On July 9, 2024, it was reported that Cerity Partners acquired Keating Wealth Management.
According to Keating Wealth Management’s (“Keating”) most recent Form ADV filing, Cerity Partners LLC (“Cerity”) acquired Keating. Further terms of the transaction were not disclosed.
Cerity, based in New York City, is a registered investment advisor that offers financial planning to individuals, families, businesses, and nonprofit organizations. Cerity manages over $100 billion in assets under management.
Keating, based in Denver, Colorado, is a registered investment advisor and wealth management firm focusing on providing financial planning services to individuals and businesses. Keating manages approximately $202 million in client assets.
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