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 $242.1 M (2025-03-24)
Employees 2 (100% Investors, 100% Brokers)
Phone303-220-5374
Address1901 Wazee Street
Denver, CO 80202
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
CIK Period
0001594197
Sector Form 13F Holdings Value ($M)
Dorchester Minerals LP 0.0
Boeing Co 0.0
Scorpio Tankers Inc 0.0
elf Beauty Inc 0.0
Hansen Natural Corp 0.0
Netflix Inc 0.0
Dexcom Inc 0.0
Cardinal Health Inc 0.0
Archer Daniels Midland Co 0.0
Booz Allen Hamilton Holding Corp 0.0
Cummins Inc 0.0
Dollar General Corp 0.0
Huron Consulting Group Inc 0.0
Nasdaq OMX Group Inc 0.0
Addus Homecare Corp 0.0
Valero Energy Corp/Tx 0.0
Hubbell Inc 0.0
Conocophillips 0.0
Comfort Systems USA Inc 0.0
Vertex Pharmaceuticals Inc / Ma 0.0
First Solar Inc 0.0
Lululemon Athletica Inc 0.0
Biogen IDEC Inc 0.0
Columbia Banking System Inc 0.0
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 29 16.3
(b) Individuals (high net worth individuals) 16 225.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 131 242.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 131 242.1
Total 131 242.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 242.1
Total 131 242.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001594197]
SC 13G [0001594197]
Form 13D/13G Filer Form 13D/13G Subject Filed
Sanctuary Wealth Advisors LLC Mattson Technology Inc [2013-12-20]
Comparable Firms State AUM ($B)
Successful Portfolios LLC
FL 0.2
Berry Wealth Group LP
TX 0.2
Decisionmap Wealth Management LLC
VA 0.2
Financial Independence LLC
RI 0.2
Palisades Investment Partners LLC
CA 0.2
Farrow Financial Inc
VT 0.2
Oak Advisors LLC
SC 0.2
Richmond Brothers Inc
MI 0.2
Uhlmann Investment Management LLC
IL 0.2
Advanced Financial Strategies Inc
CA 0.2
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