Sanctuary Wealth Advisors Llc
- Regulatory AUM
- $192M
- Discretionary
- $0
- Clients
- 45
- Avg AUM / client
- $4.3M
- Accounts
- 47
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 28 | $156M | 81.5% |
| High net worth individuals | 17 | $16.2M | 8.44% |
| Charitable organizations | Fewer than 5 clients | $19.3M | 10.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin Joel Erzinger | Founding Member & Chief Compliance Officer | Sep 2016 (10y) | 75% or more | |
| Karen Marie Jorgensen | Registered representative | Jan 2017 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (22)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gulf Copper & Manufacturing Corporation Profit Sharing Plan And Trust | Gulf Copper And Manufacturing Corporation | 376 | $12.2M | 05/01/2024 |
| Brookshire Brothers Ksop | Brookshire Brothers, Inc. | 3,030 | $134M | 04/28/2024 |
| Brown & Brown, Inc Employee Savings Plan | Brown & Brown, Inc. | 12,393 | $1.8B | 01/01/2024 |
| Fastening Solutions, Inc. Employee Retirement Plan | Fastening Solutions, Inc. | 149 | $25.2M | 01/01/2024 |
| Southern Botanical 401(k) Plan | Southern Botanical, Inc. | 307 | $5.8M | 01/01/2024 |
| Carrier Access 401(k) Plan | Carrier Access Inc. | 66 | $6.4M | 01/01/2024 |
| Incobrasa Industries, Ltd. 401(k) Plan | Incobrasa Industries, Ltd. | 212 | $9.6M | 01/01/2024 |
| Parrish & Company 401(k) Plan | Parrish & Company, Inc. | 128 | $11.5M | 01/01/2024 |
| Sparton Corporation 401(k) Plan | Sparton Corporation | 0 | $0 | 01/01/2024 |
| Principal Ease 401(k) Plan | Principal Life Insurance Company | 161,040 | $651M | 01/01/2024 |
| Stracon Services Group 401(k) Plan | Stracon Services Group, Llc | 233 | $13.0M | 01/01/2024 |
| Wyrick Robbins Yates & Ponton Llp 401(k) Profit Sharing Plan | Wyrick Robbins Yates & Ponton Llp | 174 | $102M | 01/01/2024 |
| Oci Holdings 401(k) Plan | Oci Holdings, Llc | 441 | $6.7M | 01/01/2024 |
| Vantage Bank Texas 401(k) Plan | Vantage Bank Texas | 481 | $44.9M | 01/01/2024 |
| Great Southern Wood Preserving, Inc. 401(k) Salary Deferral Plan | Great Southern Wood Preserving, Inc. | 1,905 | $71.9M | 01/01/2024 |
| Hosokawa Micron Investment Retirement Plan | Hosokawa Micron International Inc. | 119 | $43.9M | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
| Dignari, Llc 401(k) Plan | Dignari, Llc | 0 | $3.1M | 01/01/2024 |
| Fieldpoint Private Bank & Trus 401(k) Profit Sharing Plan & Trust | Fieldpoint Private Bank & Trus | 96 | $7.2M | 01/01/2024 |
| The Communications Group 401(k) Plan | The Speech Pathology Group, Inc. | 1,484 | $37.7M | 01/01/2024 |
| Consilium 401(k) Plan | Consilium Staffing, Llc | 132 | $3.5M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: REGISTERED IN THE STATE OF UTAH IN LIFE & VARIABLE CONTRACTS BUT NON-RESIDENT IN HEALTH. Status: Final Sanction Detail: REGISTERED BY MARCH 11,2013 AND GET REGISTERED WITH STATE OF UTAH FOR ACCIDENT & HEALTH. Summary: REGISTERED BY MARCH 11,2013 AND GET REGISTERED WITH STATE OF UTAH FOR ACCIDENT & HEALTH.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $192M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗