Sanctuary Wealth

Sanctuary Wealth is a leading U.S. wealth management firm that provides an advanced platform for elite financial advisors. The company's core mission is to empower entrepreneurial advisors with the freedom, flexibility, and control to build and own their practices, offering comprehensive wealth advisory services to help clients achieve their financial objectives. Sanctuary Wealth is headquartered in Indianapolis, Indiana.

The firm offers a complete range of wealth management services, including investment strategy, money manager selection, asset allocation, and guidance on concentrated stock positions, generational wealth transfer, and philanthropic goals. Its ecosystem of partnered independence provides a robust technology and operations platform, along with support from a community of like-minded advisors. Sanctuary Wealth operates through fully owned subsidiaries such as Sanctuary Advisors (a registered investment adviser) and Sanctuary Securities (a FINRA member broker-dealer), as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.

Sanctuary Wealth is a private company and has been majority-owned by Azimut Group, an Italian independent asset manager, since 2021. In 2022, it secured a $175 million growth investment from Kennedy Lewis Investment Management to fuel its expansion. As of June 2026, the Sanctuary Wealth network includes over 125 partner firms across 32 states, managing more than $58 billion in client assets. Adam Malamed serves as the CEO, having taken the role in February 2023, with Vince Fertitta as President. Recent notable additions to its network include Valen Private Capital in June 2026 and Iron North Private Wealth in May 2026.