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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
2185 N California Blvd Suite 575, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pantheon Wealth Planning | San Jose | CA | 04/2021 | 02/2023 |
| San Luis Obispo Country Club | San Luis Obispo | CA | 08/2017 | 06/2018 |
| Swenson Builders | San Jose | CA | 06/2019 | 09/2019 |
| Swenson Builders | San Jose | CA | 06/2018 | 09/2018 |
| Ruby Hill Country Club | Pleasanton | CA | 05/2017 | 08/2017 |
| University Of California-Davis | Davis | CA | 09/2019 | 06/2020 |
| University Of California-Davis | Davis | CA | 09/2018 | 06/2019 |
| Unemployed | Livermore | CA | 06/2020 | 03/2021 |
| Cuesta College | San Luis Obispo | CA | 08/2016 | 05/2017 |
| Cuesta College | San Luis Obispo | CA | 08/2017 | 05/2018 |
| Lpl Financial Llc | San Jose | CA | 03/2021 | 06/2025 |
| Pantheon Wealth Planning | San Jose | CA | 03/2023 | 06/2025 |
| Lpl Financial Llc | San Jose | CA | 01/2023 | 06/2025 |
| Sanctuary Securities, Inc. | Walnut Creek | CA | 06/2025 | Present |
| Sanctuary Advisors Llc | Walnut Creek | CA | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-14 |
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