CRD 325857Registration Status: ApprovedEffective since May 27, 2026Latest ADV June 24, 2026
Sanctuary Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated June 24, 2026, reports $102M in regulatory assets under management, 3 employees, 1 office, and 67 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.8% of total clients.
Top client categories% of clientsClients
1
HNWI
81.8%
36
2
Individuals
18.2%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of June 24, 2026
Discretionary40.5%
$41M
41% of total RAUM40.5%
Non-discretionary59.5%
$61M
59% of total RAUM59.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$102M
Total Accounts67
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee15:1
10Y Employee Change—
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.