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FUNDRAISING NEWS | February 10, 2025
Tags: Personnel, Financial Advisor Move
Sanctuary Wealth announced that financial advisor Kristin Larson has joined its network, forming NewSpring Wealth Partners in Minnetonka, MN, with $200M in client assets.
NewSpring Wealth Partners aims to “simplify finances and protect wealth” for mid-career professionals, according to a statement. Larson has a decade of experience in wealth management, nine years of which were spent as a part of Carlson Larson Wealth Management at UBS. Prior to joining UBS, she had a short stint at Ameriprise.
Larson is the latest recruit for Sanctuary, following the $700M Hillguard Wealth Management team in Miami in January. Sanctuary reported $22B in regulatory assets under management as of a February 7 Form ADV filing.
Written By: Dakota
September 18, 2024
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