Best Investors
Account
Sign in
Sanctuary Advisors, LLC CRD 226606
$34.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-22 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
2 N Cascade Ave Suite 1490, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 08/2007 | 04/2018 |
| Bank Of America, N.A. | Colorado Springs | CO | 12/2009 | 04/2018 |
| Sanctuary Securities, Inc. | Colorado Springs | CO | 11/2023 | Present |
| Radz Enterprise Llc | Colorado Springs | CO | 05/2018 | Present |
| Sanctuary Advisors Llc | Colorado Springs | CO | 03/2024 | Present |
1) Name: RADZ Enterprise LLC Position: Partner Nature: Family holding company comprised of RHH Exchange LLC (eCommerce business), Harris Consulting LLC (Executive Leadership Coaching), Pilates with Debbie LLC (Wife's Pilates business), and Debbie Harris Decor LLC (wife's non active home decor business).Investment Related: No Hours: 50 Securities Trading Hours: 10 Start Date: 1/1/2017 Address: 1562 Gold Hill Mesa Dr, Colorado Springs CO 80905, United States Description: Run all operations of the business. 2) Name: RADZ Retreat LLC Position: Partner Nature: Real estate rental of RV sites Investment Related: No Hours: 10 Securities Trading Hours: 1 Start Date: 10/1/2021 Address: 1015 CR 346, Walsenburg CO 81089, USA Description: Manage reservations 3) INTEGRATED WEALTH HOLDINGS POSITION: Partner NATURE: Non-operating holding company to own Wigand Integrated Wealth, Wigand Integrated Tax and Advisory, and possibleother subsidiaries. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 6/5/2024 ADDRESS: 2 N Cascade Ave Ste 1490, Colorado Springs CO 80903, USA DESCRIPTION: Administer and oversee typical holding company activities, which are primarily administrative. This company will notserve clients directly, but rather own the subsidiaries that do. 4) WIGAND INTEGRATED TAX AND ADVISORY POSITION: Partner NATURE: Operating entity to provide tax, accounting, and other non-investment related advice and services ("non-investmentrelated advice and services being defined as those that will not create the requirement for registration as an RIA). INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 6/5/2024 ADDRESS: 2 N Cascade Ave Ste 1490, Colorado Springs CO 80903, United States DESCRIPTION: Tax planning and preparation for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-21 |
Reach out to this advisor