Sanctuary Wealth Advisors LLC

Sanctuary Wealth Advisors LLC (CRD# 150212) is a financial advisory firm headquartered in San Francisco, CA. They manage $216,082,000 in 689 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $313,617
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, HI, IA, IL, LA, MI, NH, NY, OH, OR, PA, TX, UT, VA, WA

Financial Advisors at Sanctuary Wealth Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Anthony S. Cantando
CRD#: 4505120
600 Montgomery Street, 11th Floor, San Francisco, CA 94111
93
Wealthminder
score

Anthony Cantando (CRD# 4505120) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

2
Karen M. Jorgensen
CRD#: 1504873
5445 Dtc Parkway, Suite 1000, Greenwood Village, CO 80111
93
Wealthminder
score

Karen Jorgensen (CRD# 1504873) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in Greenwood Village, CO and has over 25 years of experience in the finance industry.

3
Kyle T. Shealer
CRD#: 5382149
600 Montgomery Street, 11th Floor, San Francisco, CA 94111
93
Wealthminder
score

Kyle Shealer (CRD# 5382149) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

4
Jeffrey C. Spears
CRD#: 1696473
600 Montgomery Street, 11th Floor, San Francisco, CA 94111
93
Wealthminder
score

Jeffrey Spears (CRD# 1696473) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

5
Michael P. Kress
CRD#: 275453
600 Montgomery Street, 11th Floor, San Francisco, CA 94111
83
Wealthminder
score

Michael Kress (CRD# 275453) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in San Francisco, CA and has over 37 years of experience in the finance industry.

6
Martin J. Erzinger
CRD#: 713979
5445 Dtc Parkway, Suite 1000, Greenwood Village, CO 80111
53
Wealthminder
score

Martin Erzinger (CRD# 713979) is an Investment Advisor Representative working at Sanctuary Wealth Advisors LLC in Greenwood Village, CO and has over 35 years of experience in the finance industry.

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