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Soteris Private Wealth

EST. AUM
$800,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Walnut Creek
CRD Number
Website soterispw.com
Client types

Overview

Soteris Private Wealth is an independent private wealth management firm based in Walnut Creek, California. Launched in April 2026 through Sanctuary Wealth's "partnered independence" model, the firm was co-founded by a breakaway team from Merrill Lynch. The name "Soteris" is derived from the ancient Greek word for "preservation," reflecting the firm's core focus on safeguarding the financial foundations of high-net-worth families, business owners, and senior executives. Soteris operates as a hybrid RIA, providing fiduciary-standard advisory services with a focus on reducing financial complexity for clients managing multi-generational wealth.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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