Alluvial Private Wealth

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Investor info
Type
Limited Partners
Stage focus
  • Seed Round
Description
Alluvial Private Wealth is a wealth management firm based in Marion, Ohio. Established in 2021, it is focused on working with charitable foundations and endowments, as well as business owners and their companies' retirement plans. It offers investment management, financial planning, and strategic investment management services to its clients. It partners with Sanctuary Wealth. The assets of the firm are managed by its executive management team.
Relevant investments
  • Company
    Amount
    Round
  • Example example company Inc
    $ 1,000,000
    Investor meetings
  • Company & Company
    € 11,000,000
    Series C funding
  • Example
    $ 524,000
    Seed round A
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Connected people
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  • Example Example
    Example Exampleexample[email protected]
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  • Notexample Examplenot
    Notexample Examplenotexample example[email protected]
  • Example Examplenotexample
    Example Examplenotexampleexample example[email protected]
  • Example Example
    Example Exampleexample[email protected]
  • Example Example
    Example Exampleexample[email protected]
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