Sanctuary Wealth

EST. AUM
$34,879,400,000

CONTACTS
22

CLIENT ACCOUNTS
62,617

Firm Details

Metro area Indianapolis
CRD Number 226606
Website sanctuarywealth.com
Client types

Overview

Sanctuary is a broker-dealer and RIA headquartered in Indianapolis with offices in Chicago, San Antonio, Austin, and Miami. Since its founding in 2018, Sanctuary has quickly grown into a national network of elite private wealth teams from major wirehouses or formerly independent RIAs who have joined Sanctuary for their "partnered independence" model. Sanctuary can help clients address and resolve the complex, intricate issues that often accompany significant wealth and impact families across generations. At Sanctuary Wealth, their strategists create customized solutions with insight, innovation and a focus on their clients' best interests. They become the clients' advocate, confidant, and guide along a clearer path for their financial future.

Platform Details

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Alternative Activity