Sanctuary Wealth Acquires tru Independence
May 1, 2024
Sanctuary Wealth has acquired tru Independence, a Portland-based firm that supports 30 RIA firms managing $12.5 billion in client assets. The combination expands Sanctuary's multi-model platform for independent wealth advisors and brings additional capabilities and affiliation options to elite financial advisors across the RIA channel.
- Buyers
- Sanctuary Wealth
- Targets
- tru Independence
- Industry
- Financial Services
- Location
- Oregon, United States
- Transaction Type
- Buyout
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