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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.