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SANCTUARY ADVISORS

DENVER, CO · CRD 285428 · IAPD ↗ · (303) 220-5374

$191.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2024 — SANCTUARY ADVISORS reported RAUM up 39% ($169.7M -> $235.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.