On December 2, 2025, Credent Wealth Management announced a minority investment from Crestline Investors.
Credent Wealth Management (“Credent”) announced, on December 2, 2025, a minority investment from Crestline Investors (“Crestline”). Under the terms of the transaction, Credent will retain control over its operations. Further terms of the deal were not disclosed.
Credent, based in Auburn, Indiana is a registered investment advisor providing retirement planning, investment management, business planning, tax, estate planning, and risk management services. Credent has approximately $4 billion in assets under management. Ardea Partners LP served as exclusive advisor to Credent on the transaction.
Crestline, based in Fort Worth, Texas, is a registered investment advisor offering investment management services. Crestline has approximately $18 billion in assets under management.
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