Sanctuary Wealth
Sanctuary Wealth is an Indianapolis-based independent wealth management and RIA platform serving breakaway and independent advisors. It operates a multi-custodial hybrid model with partner firms across roughly 27 states and about $30 billion in assets on platform. Subsidiaries include Sanctuary Advisors LLC, an SEC-registered investment adviser, and Sanctuary Securities, a FINRA member broker-dealer.
🏛 Regulatory Status
Recent News
Sanctuary launched 1280 Financial Partners, a ~2 billion dollar breakaway team from UBS, via its Strategic Capital Partnership program.
First completed deal under Sanctuary's formalized Strategic Capital Partnership program, about its tenth minority investment in a partner firm.
Miami-based Hillguard Wealth Management (~700 million dollars, ex-Truist) joined as Sanctuary's first partner firm of 2025.