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Sanctuary Wealth

Indianapolis, IN

Website:

https://sanctuarywealth.com/

226606

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Indianapolis, IN

Website:

https://sanctuarywealth.com/

Leadership Interview

Company Details

Approximate AUM

$16,220,200,000

Fee model

Hybrid Flexible

Number of employees

500

Custodians

Schwab

Fidelity

Pershing

Description

Sanctuary Advisors, LLC was started in 2015 and quickly grew to $20B in total assets in four short years. Starting out by "rescuing" advisors from the wirehouse world, the firm aimed to build an independent platform for advisors where have a sense of community and the idea of being independent but not alone. Sanctuary Advisors aims to empower elite entrepreneurial advisors to unlock their full potential and build thriving independent businesses, enabling its partner firms to deliver unparalleled client experiences. Sanctuary's purpose is to help advisors live their purpose.

Locations

1345 Avenue of the Americas Fl 33 New York NY 10105

9830 Colonnade Blvd Ste 290 San Antonio TX 78230

987 Chadwick Shores Dr Sneads Ferry NC 28460

9340 Priority Way West Dr Indianapolis IN 46240

9300 Shelbyville Rd Ste 350 Louisville KY 40222

89 Headquarters Plz Ste 1415 Morristown NJ 7960

875 Greenland Rd Unit A12 Portsmouth NH 3801

8700 State Line Rd Ste 308 Leawood KS 66206

812 Huron Rd E Ste 290 Cleveland OH 44115

810 E Jackson Blvd Ste A4 Jackson MO 63755

727 W Hargett St Ste 211 Raleigh NC 27603

701 Green Valley Rd Ste 106 Greensboro NC 27408

720 University Ave Ste 250A Los Gatos CA 95032

6999 McPherson Rd Ste 104-105 Laredo TX 78041

651 Perimeter Dr Ste 215 Lexington KY 40517

615 S Beltline Hwy E Ste A Scottsbluff NE 69361

611 W 9th St Lawrence KS 66044

5700 Tennyson Pkwy Ste 250 Plano TX 75024

555 Heritage Rd Ste 2W Southbury CT 6488

5465 Legacy Dr Ste 650 Plano TX 75024

415 S 1st St Ste 100 Diboll TX 75941

5205 Maryland Way Ste 320 Brentwood TN 37027

51 John F Kennedy Pkwy Ste 110 Short Hills NJ 7078

500 La Gonda Way Ste 205 Danville CA 94526

4600 S Syracuse St Fl 9 Denver CO 80237

412 Ponce De Leon Dr Ste A Hot Springs Village AR 71909

4137 Carmichael Rd Ste 210 Montgomery AL 36106

40900 Woodward Ave Ste 302 Bloomfield Hills MI 48304

401 Charmany Dr Ste 315 Madison WI 53719

40 Skokie Blvd Ste 430 Northbrook IL 60062

40 NE Loop 410 Ste 608 San Antonio TX 78216

3815 River Crossing Pkwy Ste 200 Indianapolis IN 46240

345 Hartz Ave Danville CA 94526

303 S Temple Dr Ste 300 Diboll TX 75941

2679 W Main St Ste 236 Littleton CO 80120

301 N Neil St Ste 303 Champaign IL 61820

300 SW Columbia St Ste 101 Bend OR 97702

30 Montgomery St Ste 970 Jersey City NJ 7302

30 Enterprise Ste 100 Aliso Viejo CA 92656

224 Strawbridge Dr Ste 110 Moorestown NJ 8057

283 McLaws Cir Williamsburg VA 23185

2580 Fleur Dr Ste 300 Des Moines IA 50321

2415 Market St Galveston TX 77550

211 W Main St Ste 301 Carmel IN 46032

21 E Carrillo St Ste 100 Santa Barbara CA 93101

209 S La Salle St Ste 970 Chicago IL 60604

201 King of Prussia Rd Ste 650 Wayne PA 19087

2054 Gause Blvd E Slidell LA 70461

200 S 10th St Ste 501 McAllen TX 78501

2 N Cascade Ave Ste 1490 Colorado Springs CO 80903

1805 Cypress Brook Dr Ste 103 New Port Richey FL 34655

1676 N California Blvd Ste 350 Walnut Creek CA 94596

1650 Southridge Xing Abilene TX 79606

1221 Brickell Ave Ste 2130 Miami FL 33131

1650 S Enterprise Ave Ste A Springfield MO 65804

1600 S Main St Ste 120 Walnut Creek CA 94596

1560 E Southlake Blvd Ste 100 Southlake TX 76092

15377 Memorial Dr Ste 340 Houston TX 77079

1470 Copperfield Pkwy College Station TX 77845

1450 Brickell Ave Ste 2610 Miami FL 33131

1415 Ballinger St Fort Worth TX 76102

14 N Erie St Toledo OH 43604

13501 Galleria Cir Ste 230 Austin TX 78738

12977 N 40 Dr Ste 214 Saint Louis MO 63141

115 W Century Rd Ste 180 Paramus NJ 7652

107 N Main St Ste 202 Marion OH 43302

1129 Broad St Ste 104 Shrewsbury NJ 7702

1027 Austin Hwy Ste 101 San Antonio TX 78209

1004 N Big Spring St Ste 107 Midland TX 79701

1010 Wildwood Centre Dr Ste B Columbia SC 29229

1 Douglas Ave Elgin IL 60120

Services Offered

Financial Planning

Portfolio Management

Tax Preparation

Family Office Services

Corporate Trustee Services

Hedge Fund Manager / Private Placement

Retirement / Income Planning

Qualified / Non Qualified Plans

Insurance

Recent News

Sanctuary Wealth to Focus on M&A in Next Chapter

“It’s not really a matter of if; it’s a matter of when Sanctuary is more acquisitive in the marketplace,” said Sanctuary CEO Adam Malamed.

CEO Of the Year: Adam Malamed Of Sanctuary Wealth

CEO Of The Year Adam Malamed Discusses His Vision For Sanctuary, Business Philosophy, Inspiration And Advice For Rising Professionals

Sanctuary Wealth Buys $12.5B RIA Platform tru Independence

Sanctuary Wealth said early Wednesday that it is acquiring tru Independence, an enterprise advisory platform that supports 30 registered investment advisor firms managing some $12.5 billion in client assets.

Sanctuary Wealth Shakes Up RIA Channel With Acquisition Of tru Independence

Sanctuary CEO Malamed’s Successful Deal Creates New RIA Enterprise Leader

Sanctuary Wealth Redefines RIA Channel and Fully Supported Independence Model with Acquisition of tru Independence

Transformative Combination of Firms Maximizes Freedom, Flexibility, Control and Choice for Industry's Most Elite Financial Advisors Expanded Enterprise Provides Comprehensive Ecosystem of Industry-Leading Solutions and Capabilities, Empowering Highly Sophisticated Advisors to Build Robust Independent Businesses

Adam Malamed speaks with Tony Sirianni on the one-month anniversary of the Sanctuary Wealth tru Independence aquisition

At the beginning of May, Sanctuary Wealth, the national independent wealth management firm, announced the acquisition of tru Independence. Following the acquisition, Sanctuary will support approximately 120 independent wealth management firms managing over $42 billion of client assets across 30 states.

CEO Adam Malamed: The Continuous Migration to Independence

In a recent episode of the Tony Sirianni Podcast, Adam Malamed, CEO of Sanctuary Wealth, shared insights into the company’s strategic direction and recent milestones, including the acquisition of Tru Independence. The podcast highlighted Sanctuary’s commitment to providing choice, fostering a supportive environment for elite financial advisors, and leveraging technology to enhance service delivery.

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Family Office Services

Corporate Trustee Services

Hedge Fund Manager / Private Placement

Retirement / Income Planning

Qualified / Non Qualified Plans

Insurance

Sanctuary Wealth

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Sanctuary Wealth's Ideal Partner

Company Videos

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Sanctuary Wealth

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Sanctuary Wealth's Ideal Partner

Company Videos

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