SourcingSourcing

SANCTUARY WEALTH ADVISORS LLC

A79
CRD 285428·SEC 801-118344·DENVER, CO
AUM
$191.5M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$575K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANCTUARY WEALTH ADVISORS LLC
CRD
285428
SEC file #
801-118344
EIN
461154256
DBA names
Sanctuary Advisors

Economics

AUM
$191.5M
AUM band
$100M-$500M
AUM trajectory
'21'26
$131.7M → $191.5M▲ +45%
Client mix
Individuals Other28
Individuals High Net Worth17

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/in/karen-jorgensen-35531944(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ERZINGER, MARTIN, JOEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ERZINGER, MARTIN, JOEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sanctuary.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001724134
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2018-02-05
Edgar Last Filing Date
2023-02-15
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2023-02-15
Accession0001724134-23-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3715
Soi Zip Pct 200k Plus
0.1326
Soi Zip Returns 200k Plus
1,620
Soi Zip Total AGI
2,326,627
Fdic Zip Total Deposits
440,800,464,000
Fdic Zip Branch Count
1,111
Fdic Zip Top Banks
U.S. Bank National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
120 VANTIS DRIVESUITE 585ALISO VIEJO, X1 92656
Business
120 VANTIS DRIVESUITE 585ALISO VIEJO, X1 92656
Edgar EIN
461154256
Edgar Recent Filings
13F-HR/A2023-02-15 · 0001724134-23-000002
13F-HR2023-02-14 · 0001724134-23-000001
Fdic Zip Branches Raw
The Bank of DenverDenver, CO
Guaranty Bank and Trust CompanyDenver, CO
Fdic Zip HHI
1166.32
Fdic Zip Top Bank Share Pct
28.42
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,527
Returns1,540
Stub 2
AGI78,072
Returns2,050
Stub 3
AGI141,261
Returns2,270
Soi Zip Total Business Income
82,985
Soi Zip Total Cap Gains
658,020
Soi Zip Total Dividends
136,103
Soi Zip Total Returns
12,220
Top Owner CRD
713979
Trust Company Affiliate
No

People (2)

2
ERZINGER, MARTIN, JOEL
IAR · Direct Owner · 87.5%
713979
KAREN MARIE JORGENSEN
IAR
1504873