Sanctuary Makes Minority Investment in Alluvial

INVESTMENT MANAGEMENT DEALS BLOG

April 2, 2025

On February 20, 2025, Sanctuary Wealth announced that it acquired a minority stake in Alluvial Private Wealth.

Sanctuary Wealth (“Sanctuary”) announced on February 20, 2025, that it made a minority investment in Alluvial Private Wealth (“Alluvial”). Sanctuary’s stake is non-controlling, allowing Alluvial to maintain control of its operations. Further terms of the deal were not disclosed.

Sanctuary, based in Indianapolis, Indiana, is a platform offering technology, operations, research, and support for independent advisors. Sanctuary’s network of more than 120 partner firms has approximately $50 billion in assets.

Alluvial, based in Marion, Ohio, is an independent wealth management firm offering financial planning services to individual and non-profit clients.

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.