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
- Website
- sanctuarywealth.com
- Industry
- Financial Services
- Employees
- 153
- Founded
- 2018
- Funding
- 175.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Larry Wheeler | Senior Network/security Consultant | United States |
Email
|
| Sarah Irwin | Director, Content Strategy, Sanctuary | Buffalo-niagara Falls Area, United States |
Email
|
| Patrick Mcgowan | Head of Alternative Investments | New York, United States |
Email
Phone
|
| Brian Cooke, Cima® | Co-ceo, Partner, Wealth Advisor | Fishers, Indiana, United States |
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 | 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
Compare Similar Companies to Sanctuary Wealth
LPL Financial
Financial Services
Mariner
Financial Services
Orion
Financial Services
Wealth Enhancement
Financial Services
Mercer Advisors
Financial Services
Hightower Advisors
Financial Services
Elevation Point
Financial Services
tru Independence
Financial Services
Cooke Financial Group
Financial Services
Diagonal Investment Office
Financial Services