Sanctuary Wealth
Sanctuary Wealth is the advanced platform for the next generation of elite advisors. Since its inception, the firm has rapidly expanded its presence across the United States, offering a hybrid model that combines the autonomy of independent registered investment advisors (RIAs) with the support of a broker-dealer platform. The firm's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Today, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform.
ABOUT SANCTUARY WEALTH
Sanctuary Wealth has established a platform of innovative best-in-class solutions and services that has made them one of the most dynamic independent RIA/Broker-Dealers in the country today.
The firm provides elite financial advisors with a comprehensive suite of services designed to support the growth and independence of their practices.
Sanctuary Wealth consists of the wholly owned subsidiaries: tru Independence and Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
CORE AREAS OF EXPERTISE
Partnered Independence Model.
Sanctuary Wealth offers a hybrid affiliation model that combines the autonomy of independent registered investment advisors (RIAs) with the support of a broker-dealer platform.
Advisor Solutions Group.
The Advisor Solutions Group is a team of specialized professionals dedicated to providing customized, concierge-level service to Sanctuary's partner firms.
Technology and Operational Infrastructure.
Sanctuary Wealth provides its partner firms with a robust technology stack and operational infrastructure, designed to enhance client experience and streamline operations.
Global Wealth Management.
The division provides specialized services to ultra-high-net-worth families with global financial needs, offering solutions that span banking, investments, credit services, and more.
Alternative Investments and Lending Solutions.
Sanctuary Wealth has developed a bespoke alternative investments platform and offers consumer and business lending solutions.