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.