Sanctuary Wealth

About Sanctuary Wealth

Sanctuary Wealth is a partner in independent wealth management, supporting financial advisors transitioning from employees to entrepreneurs and business owners. They provide a roadmap, tools, experience, and guidance to help advisors achieve independence, grow their businesses, and enhance client relationships through a community of elite advisors, robust solutions, and a hybrid RIA and broker-dealer model.

Products & Services

Wealth Management for Breakaways:Services tailored for wirehouse advisors seeking control and flexibility through independence.

Wealth Management for Independents:Support for independent advisors looking to grow or complete their legacy.

Hybrid RIA + Broker-Dealer Model:Operates as both a registered investment adviser and broker-dealer, offering comprehensive client services and securities.

Open Architecture Platform:Allows advisors to work with various resource partners and custodians like Pershing, Schwab, and Fidelity.

Technology Platform:A fully integrated, modular tech stack with robust cybersecurity support.

Specialties

Independent Wealth Management Advisor Support and Transition Hybrid RIA and Broker-Dealer Services Open Architecture Platform Cybersecurity and Technology Solutions

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 400000000 MR: - FA: $400 million FAN: 400000000	D: 2024-08-23 FD: 2024-08-23	-

Funding Round Latest

2024-08-23

$400.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

A

Adam Malamed

Chief Executive Officer

LinkedIn (Pro only)

V

Vince Fertitta

President

LinkedIn (Pro only)

R

Robert Walter

President

LinkedIn (Pro only)

D

David Vaughan

Chief Financial Officer

M

Michael Longley

Chief Growth Officer

J

Jene Hoosier

Managing Director, Head of Platform Strategy

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