Platform affiliation · Adviser / wealth-management
SanWealth Partners
Transaction overview
Reported joined
Exact closing date not established.
Indivisible reported that SanWealth Partners joined its network to launch an independent practice. The announcement states that founder Sandy Bolton retained full ownership of her practice.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Indivisible Partners Welcomes SanWealth Partners to Its Growing Network of Independent Advisors ↗
Indivisible Partners · Published May 1, 2025
Issuer announcement identifies the platform joining, parties and announcement date. Evidence retained as a search-indexed text excerpt; no acquisition or exact closing date is established.