Matt Magee

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2020 → 11/2024
  Wpwealth Llp
  Fort Worth, TX
• 10/2017 → 03/2020
  Frost Insurance
  Fort Worth, TX
• 09/2014 → 09/2017
  Call Box
  Dallas, TX
• 11/2024 → Present
  Sanctuary Advisors Llc
  Fort Worth, TX
• 02/2025 → Present
  Sanctuary Securities, Inc.
  Fort Worth, TX

Previous Registrations

• 2020-11-19 → 2024-11-21
  Wpwealth Llp
  Fort Worth, TX
• 2024-11-20 → 2024-11-20
  Sanctuary Advisors, Llc
  Fort Worth, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-24
• S65 Uniform Investment Adviser Law Examination
  2020-11-19

Designations

• Certified Financial Planner

Other Names

• Matthew Holt Magee