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 12 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 26 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 9 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 30 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 38 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 36 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.