SANCTUARY ADVISORS
SANCTUARY WEALTH ADVISORS LLC Legal Name
Adviser information for SANCTUARY ADVISORS last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1 | $235.5M |
| Total | 1 | $235.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $6.6M |
| HNW Individuals | 22 | $228.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-118344 |
|---|---|
| SEC ERA File Number | 801-118344 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285428 |
| Legal Entity Identifier | None |
Principal Office
1901 WAZEE STREETUNIT 607
DENVER
CO
United States
Monday - Friday, 7:00 A.M. TO 3:00 P.M.
Tel: (303) 220-5374, Fax: (303) 500-5470
Chief Compliance Officer
MARTIN JOEL ERZINGER
FOUNDING MEMBER
1901 WAZEE STREET
UNIT 607
DENVER
CO
United States
Tel:
(303) 220-5376
Fax:
(303) 500-5470
M*******@********************M
(Full email address available in API data)
Regulatory Contact
KAREN JORGENSEN
OFFICE MANAGER
1901 WAZEE STREET
UNIT 607
DENVER
CO
United States
Tel:
(303) 220-5374
Fax:
(300) 500-4370
K*********@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ERZINGER, MARTIN, JOEL | Individual | – | FOUNDING MEMBER & CHIEF COMPLIANCE OFFICER | 09/2016 | > 75% |