Adviser Profile
| As of Date | 05/29/2026 |
| Registration status | Registration Changed to SANCTUARY FINANCIAL PLANNING, LLC |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 102,173,006 |
| of that, discretionary | 41,426,897 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,524,970 |
| % High Net Worth | 81.82% 45% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds