Tracked deals
4
4 tracked deals across 2022-2026.
Operating Company
Financial Services
Sanctuary Wealth
Indianapolis, Indiana, United States
Sanctuary Wealth is an advanced hybrid wealth-management platform for elite advisors and independent partner firms, providing a technology and operations infrastructure, community support, and affiliated solutions. The platform expanded affiliation options by acquiring tru Independence in 2024.
- Focus Areas
- Wealth management platform, RIA advisory / independent advisor support, Private wealth management
- Website
- sanctuarywealth.com
Recent pace
1
1 tracked deal announced in the last 12 months.
Deal mix
Growth capital
2 growth capital · 1 addon · 1 buyout
Sanctuary Wealth Acquisition Volume by Year
Last 4 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
April 20, 2026
- Buyer
- Sanctuary Wealth
- Target
- Soteris Private Wealth
- Seller
- Merrill Lynch
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Sanctuary Wealth, a hybrid RIA focused on supporting independent financial advisors, welcomed Soteris Private Wealth, a new firm launched by advisors Josh Erickson and Rob Montierth. The $800 million team previously managed approximately $800 million in client assets at Merrill Lynch and is now operating under Sanctuary’s partnered independence model.
-
- Buyer
- Sanctuary Wealth
- Target
- 1280 Financial Partners
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
Sanctuary Wealth has welcomed 1280 Financial Partners into its Partner Firms network and took a minority stake through its Strategic Capital Partnership program as the team launches an independent advisory firm. 1280 Financial Partners—whose advisors are based in Fort Myers, FL; Sandusky, OH; Augusta, SC; and Miami, FL—manages about $2 billion in client assets and will leverage Sanctuary's technology, operational infrastructure and solutions (including captive insurance) to support growth and independence.
-
May 1, 2024
- Buyer
- Sanctuary Wealth
- Target
- tru Independence
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
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.
-
- Buyer
- Sanctuary Wealth, mFORCE Capital
- Target
- Marriott Wealth Advisors, Inc.
- Seller
- Joseph Marriott (founder and owner of Marriott Wealth Advisors)
- Industry
- Financial Services
- Location
- Arkansas, United States
- Type
- Growth capital
Sanctuary Wealth facilitated the acquisition of Marriott Wealth Advisors, a three-person independent retirement planning firm in Hot Springs Village, Arkansas, by integrating the practice as Marriott Wealth Advisors, Inc., a division of mFORCE Capital. Sanctuary supplied capital through its Partnership Program, taking a minority stake to provide long-term stability and growth resources while mFORCE Capital will operate the acquired practice; the firm brings approximately $140 million in client assets under advisement.
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1 tracked deal by Sanctuary Wealth.
Acquisitions in California
1 tracked deal by Sanctuary Wealth.
Acquisitions in Florida
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Acquisitions in Oregon
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