Sanctuary Wealth

Sanctuary Wealth

Financial Services 3815 River Crossing Pkwy 153 employees
Employees
153
Contacts
4
Emails
4
Phones
2

Sanctuary Wealth Overview

Headquarters
3815 River Crossing Pkwy
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
153
Founded
2018
Funding
175.0M
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru Independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: 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, Sanctuary Global Family Office and tru.

Sanctuary Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Sanctuary Wealth Org Chart

Sample employees and titles
Name Title Contact
Larry Wheeler Senior Network/security Consultant
Email
Sarah Irwin Director, Content Strategy, Sanctuary
Email
Patrick Mcgowan Head of Alternative Investments
Email Phone
Brian Cooke, Cima® Co-ceo, Partner, Wealth Advisor
Email Phone

Employees by Management Level

Individual contributor 14 profiles
Director 8 profiles
Executive 4 profiles
VP / Head 4 profiles
Manager 4 profiles
Senior / Lead 3 profiles
Associate / junior 3 profiles

Department Contact Coverage

Department Contacts Email Phone
General 6 6 4
Operations 5 5 0
Executive 4 4 2
Finance 3 3 1
Marketing 3 3 0
Legal 2 2 0

Sanctuary Wealth Tech Stack

Cloud / infrastructure 1 profile
Product / design 1 profile

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