Sanctuary Financial Planning, LLC
Sanctuary Financial Planning, LLC is an SEC-registered ria with $102.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sanctuary Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325857, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $102.2M (2026-06-24)
- Firm type
- Ria
- Employees
- 3
- Clients
- 44
- CRD
- 325857
- Ownership
- CHARLES, SARAH, KARP; CHARLES, JAMES, GREGORY
How much AUM does Sanctuary Financial Planning, LLC have?
Sanctuary Financial Planning, LLC reported $102.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Sanctuary Financial Planning, LLC?
Disclosed owners and executives of Sanctuary Financial Planning, LLC include CHARLES, SARAH, KARP, CHARLES, JAMES, GREGORY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.