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Sanctuary Wealth

Sanctuary Wealth logo
📍 Indianapolis, Indiana
🇺🇸 US

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.

Services & Coverage
United Statesequitiesfixed incomealternativesinsuranceprivate wealth
wealth managementriaindependent advisorsbroker-dealerfintechprivate wealth

🏛 Regulatory Status

SEC-registered investment adviser; FINRA member broker-dealerLicense #
𝕏 sanctuarywpin LinkedIn
Company Info
Founded 2018
Size Mid
Key Executives
Adam Malamed (Chief Executive Officer)Vince Fertitta (President)

Recent News

Sanctuary Wealth Launches 1280 Financial Partners in 2 Billion Transition from UBS
2025-05-09

Sanctuary launched 1280 Financial Partners, a ~2 billion dollar breakaway team from UBS, via its Strategic Capital Partnership program.

Sanctuary Wealth Makes Minority Investment in Alluvial Private Wealth
2025-02-26

First completed deal under Sanctuary's formalized Strategic Capital Partnership program, about its tenth minority investment in a partner firm.

Sanctuary Wealth Nabs 700 Million Hillguard Wealth From Truist
2025-01-10

Miami-based Hillguard Wealth Management (~700 million dollars, ex-Truist) joined as Sanctuary's first partner firm of 2025.