Adviser and broker representative · Sanctuary Advisors, LLC
Wesley K. Wood
CRD 1070414 · Southlake, TX
At a glance
Wesley K. Wood is an investment adviser representative with Sanctuary Advisors, LLC in Southlake, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wesley’s SEC record dates to 1993, about 33 years ago. Wesley is also registered as a broker representative.
Current advisory firm
- Sanctuary Advisors, LLCSince January 2026Southlake, TX · $35B in regulatory assets
SEC adviser record
- Registered since
- 1993 (33 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Wesley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Sanctuary Advisors, LLC
- Vanessa V. AvilaSouthlake
- Eric A. CardenasSouthlake
- Daniel G. CroonquistSouthlake
- Timothy E. McIntoshSouthlake
- Shweta Nand AgarwalSpringfield · Certified Financial Planner
- Robert F. AlatiBloomfield Hills
- Michael W. AlexanderHouston
- William A. AlvisDiboll
Every advisor at Sanctuary Advisors, LLC →Sanctuary Advisors, LLC: assets, clients and custodians →Financial advisors in Southlake, TX →Every Sanctuary Advisors, LLC advisor in Southlake →Advisor Moves: who changed firms this week →