SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sanctuary Advisors
Denver, CO
Sanctuary Wealth Advisors LLC, CRD 285428
Firm filing updated March 24, 2026 ·
- $191.5MAssets
- 2Advisory staff
- 47Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals28
- High net worth individuals17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 28 | $156.1 million |
| High net worth individuals | 17 | $16.2 million |
| Charitable organizations | Fewer than 5 clients | $19.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$191.5 million
- Accounts47
People
- Employees2
- Advisory staff2
- Broker-dealer reps2
- Licensed insurance agents1
- Planning clients1 to 10
Registration details
- Legal name: Sanctuary Wealth Advisors LLC SEC-registered investment advisor. CRD 285428, SEC file 801-118344.
- Registered with the SEC as an investment advisor (status date on record: April 1, 2020).
Is Sanctuary Advisors a fiduciary?
Short answer: Sanctuary Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.