Alluvial Private Wealth, LLC

Alluvial Private Wealth is a dedicated wealth management firm specializing in tailored financial planning solutions for individuals, families, businesses, and non-profit organizations, focusing on enhancing their clients' financial well-being. Founded in 2021 and based in Marion, US, Alluvial Private Wealth operates as an independent wealth management firm. The company has conducted a total of 1 deal as of February 20, 2025. In February 2025, Sanctuary Wealth invested in Alluvial Private Wealth.

The founder has experience that contributes to the firm's strategic direction and operations. Alluvial Private Wealth provides comprehensive wealth management services, including retirement planning, estate planning, portfolio management, charitable giving, special needs financial planning, life insurance, liability planning, and legacy planning. They cater to a diverse clientele, including individual investors and organizations, and primarily operate in Northeast Ohio and Cleveland with plans for further regional expansion. The revenue of Alluvial Private Wealth is generated through advisory fees for their wealth management services.

Client agreements typically involve a percentage fee based on assets under management, ensuring alignment of the firm's interests with those of their clients. Their advisory services are registered with Sanctuary Advisors, LLC, supporting a transparent advisory framework. In February 2025, Sanctuary Wealth invested in Alluvial Private Wealth, although financial terms were not disclosed. This investment is intended to enhance the firm’s financial strategic support solutions.

Alluvial Private Wealth plans to launch new products and expand into additional geographic markets in the near future.