SANCTUARY SECURITIES, INC.
C29
CRD 205
AUM
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Est. Revenue
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@ 1% on AUM
Est. EBITDA
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@ 30% margin
Est. Deal Value
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@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
SANCTUARY SECURITIES, INC.
CRD
205
SEC file #
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DBA names
1280 Financial PartnersWigand Integrated WealthWest Avenue Private WealthVincita Investment Partners
Economics
AUM
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AUM band
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AUM trajectory
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Client mix
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Operations
Employees (total)
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Advisory staff (per ADV)
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Advisory staff (5-yr trend)
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Primary office
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Branches
| Count | 91 |
Custodian & Brokerage
Filings
Latest ADV filing
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ADV-W filed at
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Website
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Compliance
Disclosures (firm)
1
Trademark
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Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-052026-01-05 · 0001482814-26-000001
2025-01-062025-01-06 · 0001482814-25-000001
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
9 PARKWAY NORTH, SUITE 325SUITE 325DEERFIELD, IL 60015
Business
9 PARKWAY NORTH, SUITE 325SUITE 325DEERFIELD, IL 60015
Edgar Recent Filings
D/A2026-01-05 · 0001482814-26-000001
D/A2025-01-06 · 0001482814-25-000001
People (55)
55Direct Owner · 37.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
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