Wealth manager, independent · Denver, CO
Sanctuary Advisors
Sanctuary Wealth Advisors LLC · SEC-registered investment adviser · CRD 285428 · SEC 801-118344
At a glance
Sanctuary Advisors is an SEC-registered investment adviser based in Denver, Colorado, with $192 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is individuals, and it reports 45 individual clients. By Form ADV it is a wealth manager, ranked 5,957th of 8,915 wealth managers and 12,454th of 17,210 SEC-registered advisers by assets.
Main office 303-220-5374sanctuaryadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $192M
- Rank among wealth managers
- #5,957 of 8,915
- Rank among all SEC RIAs
- #12,454 of 17,210
- Rank in Colorado
- #245 of 359
- Individual clients
- 45
- High-net-worth clients
- 17
- Accounts
- 47
- Discretionary
- 0% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Martin J. ErzingerFounding Member & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Sanctuary Advisors is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Geneos Wealth Management as the broker-dealer its advisers are registered with.
Martin Joel Erzinger is a registered representative of Geneos Wealth Management, Inc. and from time to time, will offer clients advice or products from those activities.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 28 | $156M | 81% |
| Charitable organizations | – | $19M | 10% |
| High-net-worth individuals | 17 | $16M | 8% |
Disciplinary disclosures
Sanctuary Advisors answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗sanctuaryadvisors.com ↗Sanctuary Advisors news and profile →
AtlasMembers
The full record on Sanctuary Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 5,900 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sanctuary Advisors manage?
Sanctuary Advisors reports $192 million in regulatory assets under management across 47 accounts, on its Form ADV filed March 24, 2026.
What kind of firm is Sanctuary Advisors?
Sanctuary Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Sanctuary Advisors’s clients?
By assets, its largest client types are individuals ($156 million, 28 clients); charitable organizations ($19 million); high-net-worth individuals ($16 million, 17 clients).
Does Sanctuary Advisors have any disciplinary history?
Sanctuary Advisors answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Sanctuary Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →