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SANCTUARY FINANCIAL PLANNING, LLC

· CRD 325857 · IAPD ↗ · sanctuaryfp.com · (704) 705-8773

$102.2MRegulatory AUM
2Advisory reps
3Employees
24Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — SANCTUARY FINANCIAL PLANNING, LLC (location n/a) is newly SEC-registered with $102.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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