firm profile
Sanctuary Advisors, LLC
Overview
Sanctuary Advisors, LLC is an SEC registered investment adviser based in Miami, FL, registered since 2015. It reports $34.9B in assets under management across 62,617 accounts, with 770 employees. It has 400 investment adviser representatives.
- Reported AUM
- $34.9B
- Discretionary
- 95%
- Accounts
- 62,617
- Average account
- $557K
- Employees
- 770
- Advisory reps
- 400
- Registered since
- 2015
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 3
- Robert Alan Walter President, Chief Risk Officer CRD 2507287
- Kevin Joseph Miller Chief Legal Officer CRD 4133001
- Kevin P Chase Chief Compliance Officer CRD 1626158
Advisory reps 3 of 400
- William Clark Abbott Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6394717
- Shweta Nand Agarwal Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5563357
- Robert Frederick Alati Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2247
397 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1450 Brickell Ave Ste 2610
Miami, FL 33131 - County
- Miami-Dade
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: tenetwp.com
Every state, with registration dates
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