Sanctuary Wealth - M&A Summary and Business Overview

Business ServicesCompany

Sanctuary Wealth M&A Summary

Sanctuary Wealth has acquired 2 companies, including 2 in the last 5 years.

Sanctuary Wealth has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

Sanctuary Wealth Business Overview

Where is Sanctuary Wealth headquartered?

Sanctuary Wealth is headquartered in Indianapolis, Indiana.

What sector is Sanctuary Wealth in?

Sanctuary Wealth is a business services company.

When was Sanctuary Wealth founded?

Sanctuary Wealth was founded in 2018.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Advisors 2

Sanctuary Wealth

Sanctuary Advisors LLC

250 West 96th Street, Suite 300,
Indianapolis, Indiana 46260
United States,
(317) 975-7729
www.sanctuarywealth.com

Sanctuary Wealth is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $22.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office. Sanctuary Wealth was formed in 2018 and is based in Indianapolis, Indiana.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # - - - 1 - 1 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Tru Independence 2024-05-01 - Add-on Acquisition
Portland, Oregon · www.tru-ind.com
Marriott Wealth Advisors, Inc. 2022-07-08 - Add-on Acquisition
Hot Springs Village, Arkansas · www.mwaretirement.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Oregon 1 - - -
  Arkansas 1 - - -
Total 2 - - -

Top M&A Advisors

Financial Deals
KPMG Corporate Finance LLC
 1
Legal Deals
Akin Gump Strauss Hauer & Feld
 1

Company Summary

SECTOR

Business Services

Established

2018

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