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 $169.7 MM (2023-03-16)
Employees 2 (100% Investors, 100% Brokers)
Phone303-220-5374
Address1901 Wazee Street
Denver, CO 80202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
200160120804002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 29 6.9
(b) Individuals (high net worth individuals) 20 162.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 49 169.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 49 169.7
Total 49 169.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 169.7
Total 49 169.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001594197]
SC 13G [0001594197]
Form 13D/13G Filer Form 13D/13G Subject Filed
Sanctuary Wealth Advisors LLC Mattson Technology Inc [2013-12-20]
Comparable Firms State AUM ($BB)
Signify Wealth LLC
MO 0.2
Blue Investment Management LLC
FL 0.2
Experiential Wealth Inc
MD 0.2
Opinicus Capital Inc
FL 0.2
Conquis Financial LLC
CA 0.2
Sacks & Associates LLC
NJ 0.2
Blueline Advisors LLC
NH 0.2
Waypoint Wealth Management LLC
MD 0.2
Pelkonen and Associates LLC
NY 0.2
Beacon Global Advisor Network LLC
GA 0.2
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