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Founder & Managing Member · Sanctuary Financial Planning, LLC

Sarah K. Charles

CRD 5461219 · Named on Form ADV at one SEC-registered adviser

At a glance

Sanctuary Financial Planning, LLC, an SEC-registered wealth manager with $102 million in regulatory assets, lists Sarah K. Charles on its Form ADV as Founder & Managing Member, a control person.

Firms and roles

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James G. CharlesFounder, Managing Member, CCO, Sanctuary Financial Planning, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.