Updated:
Maxwell Wealth Strategies
Maxwell Wealth Strategies launched in 2015 as an independent registered investment advisor based in Pleasanton, California. The firm built its practice around...
Maxwell Wealth Strategies
Maxwell Wealth Strategies launched in 2015 as an independent registered investment advisor based in Pleasanton, California. The firm built its practice around fiduciary wealth management and family office services for a client base spanning ultra-affluent investors, high-net-worth individuals, retirement plans, and philanthropic organizations. Its identity shifted following an acquisition by Creative Planning, one of the largest independent RIAs in the United States. The combined platform reported over $710 billion in assets under management or advisement across Creative Planning and its affiliates as of December 31, 2025. Client capital is deployed across a mix of portfolio management, retirement planning, tax-efficient wealth transfer, and business planning strategies. The firm serves clients nationwide through Creative Planning's advisor footprint, though it does not publicly disclose direct investment positions, specific co-investment vehicles, or a dedicated alternatives allocation. Through Creative Planning, the firm plugs into an organization with more than 625 CFP® professionals serving every major US metropolitan area. The parent entity also operates an affiliated licensed CPA firm, BerganKDV, to deliver integrated tax and attest services. No significant standalone team count, satellite offices, or philanthropic foundations tied specifically to Maxwell Wealth Strategies are disclosed post-acquisition. The firm's recent history is defined by its absorption into the Creative Planning network. Structurally, Maxwell Wealth Strategies now functions as a local advisory node inside a national-scale RIA rather than a discrete single-family office or direct-investment platform. Its differentiator is the bandwidth of the parent firm's in-house tax, legal, and planning resources — a bundling model that more closely resembles a private wealth management practice than a traditional multi-family office pursuing proprietary deals.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Pleasanton
Corporate office
Pleasanton, CA, United States
Frequently asked questions
What is the relationship between Maxwell Wealth Strategies and Creative Planning?
Creative Planning acquired Maxwell Wealth Strategies, integrating the Pleasanton, California-based RIA into its national wealth management platform. Maxwell Wealth Strategies now operates as a fiduciary advisory practice under the Creative Planning umbrella, giving its clients access to the parent firm's 625+ CFP® professionals and in-house tax and legal resources. The acquisition shifts Maxwell's model from a standalone boutique to a node in one of the country's largest independent RIAs.
Does Maxwell Wealth Strategies allocate to private markets or alternative investments?
Public disclosures do not specify a dedicated allocation to private equity, venture capital, hedge funds, or direct real estate. The firm's stated services focus on portfolio management, retirement planning, tax-efficient wealth transfer, and business planning — all delivered through Creative Planning's centralized investment platform. Any alternatives exposure would come through the parent firm's investment committee rather than a Maxwell-specific direct-investment or co-investment program.
How is Maxwell Wealth Strategies compensated for its advisory services?
As a registered investment advisor, Maxwell Wealth Strategies operates under a fiduciary standard and discloses compensation through its Form ADV filings. The firm's website emphasizes a fiduciary commitment but the specific fee schedule — whether asset-based, hourly, or flat retainers — is not detailed in public marketing materials. An allocator evaluating the firm should review the firm's ADV Part 2A for the exact fee structure.
What types of clients does Maxwell Wealth Strategies serve?
The firm targets ultra-affluent investors, high-net-worth individuals, retirement plans, and philanthropic organizations. This client mix is consistent with a multi-family office practice that layers estate planning, tax strategy, and investment management onto a single advisory relationship. The acquisition by Creative Planning extends the firm's geographic reach to clients nationwide.
Does Maxwell Wealth Strategies manage any philanthropic or foundation assets?
The firm lists philanthropic organizations among its client categories, indicating it advises foundations or donor-advised fund structures. However, no separately named philanthropic vehicle or private foundation specific to Maxwell Wealth Strategies is disclosed. Any foundation-management capabilities are likely delivered through Creative Planning's broader tax and estate planning practice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: