Sanctuary Wealth Advisors LLC

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Assets, Funds, Holdings

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Sanctuary Wealth Advisors LLC
CRD #285428
SEC #801-118344
CIK #0001594197
AUM $235.5 MM (2024-03-13)
Employees 2 (100% Investors, 100% Brokers)
Phone303-220-5374
Address1901 Wazee Street
Denver, CO 80202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 26 6.6
(b) Individuals (high net worth individuals) 22 228.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 235.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 235.5
Total 1 235.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 235.5
Total 1 235.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001594197]
SC 13G [0001594197]
Form 13D/13G Filer Form 13D/13G Subject Filed
Sanctuary Wealth Advisors LLC Mattson Technology Inc [2013-12-20]
Comparable Firms State AUM ($BB)
Journey Financial Group Inc
IL 0.2
Capital Wealth Alliance LLC
AZ 0.2
Accordant Advisory Group Inc
MD 0.2
Nautilus Advisors LLC
CA 0.2
Bradley Wealth LLC
AZ 0.2
American Retirement Planning Group Inc
NV 0.2
Auspicious Financial Planning LLC
CA 0.2
Tandemgrowth Financial Advisors LLC
GA 0.2
RP Boggs & Co
SC 0.2
Monere Wealth Management Inc
IL 0.2
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