Sanctuary Wealth Services Honored By Private Asset Management

Firm Wins Award for Best Private Wealth Manager Under $5 Billion

SAN FRANCISCO--(BUSINESS WIRE)--Sanctuary Wealth Services, one of the nation’s leading providers of business support services for elite breakaway advisors, has been named Best Private Wealth Manager Under $5 Billion by Private Asset Management magazine.

“Sanctuary has succeeded by delivering a best-in-class platform that enables elite advisors to realize the substantial benefits of going independent. This award from one of the industry’s leading voices validates Sanctuary’s unique approach to serving advisors and portfolio management teams.”

Sanctuary was one of five firms nominated in the category.

“Sanctuary is proud to have received this recognition from Private Asset Management,” said CEO Jeff Spears. “Sanctuary has succeeded by delivering a best-in-class platform that enables elite advisors to realize the substantial benefits of going independent. This award from one of the industry’s leading voices validates Sanctuary’s unique approach to serving advisors and portfolio management teams.”

Eight advisory teams have hired Sanctuary to support their independent business since the firm was founded in 2010. They include Sanctuary Advisors, Gordian Wealth Advisors, Three Bridge Wealth Advisors, Emerald Bay Wealth Management, and Crosspoint Capital Management.

Collectively, Sanctuary advisors have more than $3.1 billion in assets under management.

Sanctuary’s platform supports three business models: Hybrid advisors compensated by fees and commissions, fee-only advisors, and advisor as portfolio manager.

About Sanctuary Wealth Services

Headquartered in San Francisco, Sanctuary Wealth Services and its wholly owned subsidiaries, Sanctuary Wealth Advisors and Sanctuary Securities, provide breakaway advisors, established wealth management firms and asset managers with a complete set of investment solutions, business support services and consulting expertise. Sanctuary has a strategic investment from JMP Group (NYSE:JMP). Call 415.291.2900 or visit www.sanctuaryws.com.