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Sanctuary Wealth Advisors LLC
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CRD # | 285428 |
SEC # | 801-118344 |
CIK # | 0001594197 |
AUM | $169.7 MM (2023-03-16) |
Employees | 2 (100% Investors, 100% Brokers) |
Phone | 303-220-5374 |
Address | 1901 Wazee Street Denver, CO 80202 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 29 | 6.9 |
(b) Individuals (high net worth individuals) | 20 | 162.7 |
(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 | 49 | 169.7 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 49 | 169.7 |
Total | 49 | 169.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 169.7 | |
Total | 49 | 169.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001594197] | |
SC 13G | [0001594197] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Sanctuary Wealth Advisors LLC | Mattson Technology Inc | [2013-12-20] |
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Signify Wealth LLC
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MO | 0.2 |
Blue Investment Management LLC
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Experiential Wealth Inc
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Conquis Financial LLC
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Sacks & Associates LLC
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NJ | 0.2 |
Blueline Advisors LLC
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NH | 0.2 |
Waypoint Wealth Management LLC
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MD | 0.2 |
Pelkonen and Associates LLC
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NY | 0.2 |
Beacon Global Advisor Network LLC
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GA | 0.2 |