Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations infrastructure, support from a community of like-minded advisors, the resources of invaluable affiliated businesses and a robust solutions platform. Sanctuary Wealth expanded its affiliation options by acquiring tru Independence (tru) in 2024, offering partner firms multiple models to best serve their unique needs. Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $50 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc, a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, Sanctuary Global Family Office and tru.
7-day free trial · no credit card
Verified contacts
133
available on Kipplo
LinkedIn employees
149
51 to 200 range
Open roles
3
across 3 depts
Distinct roles
95
indexed titles
Tech stack
2
tools in use
Monthly traffic
509
organic / mo
Hiring · 3 open positions across 3 departments
Sign up free to see all 133 verified contacts at Sanctuary Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
133 contacts with verified email or phone · masked until revealed.
- BV
Bohn Vergari
Director, Capital Markets Sales and Trading · Finance & Accounting
EmailPhone - EN
Eric Nothstein
Managing Director, Head of Business Development · General Business & Management
EmailPhone - JG
Jillian Giersch
Director of Compensation · Human Resources
EmailPhone - LK
Lili Kaufmann
Head of Transitions · General Business & Management
EmailPhone - LM
Lou Mancusi
Managing Director · General Business & Management
EmailPhone - MH
Mary Huskey
Director of Financial Planning and Analysis · Finance & Accounting
EmailPhone - MG
Michael Gordon
Director, Business Intelligence · Information Technology
EmailPhone - RW
Richard Williams
Managing Director · General Business & Management
EmailPhone - SI
Sarah Irwin
Director, Content Strategy, Investment & Advisor Solutions Group · Advertising & Marketing
EmailPhone
Showing 9 of 133 verified contacts
Top roles at Sanctuary Wealth
95 distinct titles indexed · top 10 shown.
- 7operations specialist
- 4managing director
- 3executive assistant
- 3wealth management mentee
- 2, ()
- 2director of strategic partnerships
- 2director, head of global marketing and digital strategy
- 2financial advisor
- 2graphic designer
- 2lead transition specialist wealth management
- +85more titles
Sign up to unlock all 133 contacts at Sanctuary Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 133 verified contacts at Sanctuary Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.