Credent Wealth Acquires TruNorth and Miller Private Wealth

INVESTMENT MANAGEMENT DEALS BLOG

April 12, 2023

On March 22, 2023, Credent Wealth Management announced that TruNorth Financial Solutions and Miller Private Wealth have joined its business.

Under the terms of the agreements, TruNorth Financial Solutions (“TruNorth”) and Miller Private Wealth (“MPW”) have joined Credent Wealth Management (“Credent”). Mike Pepin of TruNorth and Tracy Miller of MPW joined Credent as partners in February.

Credent, based in Auburn, Indiana, is a financial planning and advisory firm. As of July, 2022, Credent had $1.3 billion in assets under management.

TruNorth, based in River Falls, Wisconsin, is a financial advisory firm.

MPW, based in Oklahoma City, is a financial advisory firm.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.