Family Office

Sanctuary Wealth Group

Sanctuary Wealth Group is a US wealth management and RIA aggregator firm founded in 2018 and based in Indianapolis, Indiana.The firm’s investment approach is led by Chief Investment Strategist Mary Ann Bartels, who joined in September 2022 from Merrill Lynch’s chief investment office, where she led investment guidance

Assets Under Management
$10B+
Headquarters
Indianapolis, Indiana
Asset classes & sectors
CommercialIndustrialIndustrial / Commercial / ResidentialResidential

Decision-makers

Grant Sloan
Associate, Alternative Investments
Laura Anacker
Portfolio Strategist
Mary Ann Bartels
Chief Investment Strategist
Patrick McGowan
Managing Director, Head of Manager Research & Alternative Investments & Investment Committee Member
Phil Scrofani
Senior Investment Analyst & Portfolio Manager
Josh Freeman
Managing Director & Head of Capital Markets
Members only

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