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SANCTUARY ADVISORS
Legal name: SANCTUARY WEALTH ADVISORS LLC
CRD 285428File 801-118344
APPROVED
Retail clients
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$191.5M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $191.5M
Clients
45
47 accounts
Employees
2
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 1, 2020
- Principal office
- 1901 WAZEE STREET, UNIT 607, DENVER, CO, 80202
- Phone
- (303) 220-5374
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $191.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $191.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 47
- Total accounts
- 47
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $19.3M |
| High net worth individuals | 17 | $16.2M |
| Individuals (other than high net worth individuals) | 28 | $156.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $242,073,581 | $191,544,207 | decreased by$50,529,374 |
| Apr 1, 2026 | Accounts | 131 | 47 | decreased by84 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 47 | 45 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $198,731,169 | $242,073,581 | increased by$43,342,412 |
| Apr 1, 2022 | Clients | 38 | 47 | increased by9 |
| Apr 1, 2022 | AUM | $173,444,172 | $198,731,169 | increased by$25,286,997 |
| Apr 1, 2022 | Accounts | 122 | 131 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SANCTUARY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SANCTUARY ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.