$130 million Strategic Wealth Capital joins Sanctuary Wealth San Francisco-based RIA brings total to $2.3 billion since June
INDIANAPOLIS, IN – Sept. 16, 2019 – Strategic Wealth Capital, the independent investment advisory team led by industry thought leader Adrianne Yamaki, CFP®, will join Sanctuary Wealth. The San Francisco-based group is the eighth breakaway team to join Sanctuary’s network since June.
Over a career of more than 15 years, Yamaki has advised dozens of high-net-worth and ultra-high-net-worth individuals and led numerous teams of advisors. She was ranked nationally in Working Mother Magazine’s “Top 200 Wealth Advisor Moms” in 2018 and 2019 and is a nationally-recognized advocate for women’s empowerment, gender equality, and exceptional leadership. Prior to founding Strategic Wealth Capital, Yamaki managed roughly $130 million in assets, producing $1.3 million annually, at Morgan Stanley.
“Sanctuary Wealth is redefining the independent space with services and solutions to serve the ultra-wealthy,” Yamaki said. “I’m thrilled to be joining its elite network of advisors.”
“Between her breadth of expertise and her stellar track record as a top-performing advisor, Adrianne is emblematic of the talent at Sanctuary Wealth,” said Vince Fertitta, Sanctuary Wealth President. “We are thrilled to welcome Strategic Wealth Capital to our network and further expand our presence on the West Coast.”
More information about Strategic Wealth Capital may be found at StrategicWealthCapital.com.
About Sanctuary Wealth
Sanctuary Wealth, an $8 billion partner-owned global wealth management firm, brings together an elite network of wealth advisors of the highest caliber, handpicked for their experience, fiduciary mindset, and unparalleled performance levels. These talented advisors operate with their clients’ best interests as their primary focus, backed by Partnered Independence℠. Partnered Independence℠ ensures Sanctuary Wealth advisors have comprehensive support in all aspects of serving their clients and growing their businesses. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, Sanctuary Wealth offers a comprehensive menu of products and services to individual and institutional clients.
Debora Lima, Director of PR