What You Need to Know
This is yet another advisor team that Sanctuary Wealth has recruited from Merrill Lynch.
Sanctuary Wealth has welcomed eight advisor teams with $2.8 billion in combined assets this year so far.
In April, Sanctuary said it added Claybourn Frakes Wealth Advisory Services, led by ex-UBS reps.
RIA Sanctuary Wealth has added another advisor team from Merrill Lynch — this time Walnut Creek, California-based Quorum Private Wealth, an eight-person team that had operated as the Barry & Milligan Group at Merrill and manages more than $1.5 billion in client assets.
Indianapolis-based Sanctuary, which called the addition its “biggest win to date,” said early this year it added the ex-Merrill team Alluvial Private Wealth, based in Marion, Ohio with about $435 million in client assets under management. In early April, Sanctuary announced it had added Claybourn Frakes Wealth Advisory Services, led by ex-UBS-registered reps and its first sanctuary partner firm in the San Antonio, Texas, market.

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