SANCUS WEALTH MANAGEMENT LLC

Overview

Sancus Wealth Management LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals, small businesses and business or institutional clients with insurance brokerage services. Its advisory fee options include percentage-of-AUM billing, hourly rates and fixed fees, giving flexibility for both ongoing portfolio relationships and project-based planning work. Investment positioning tilts toward equities and exchange-traded instruments as the primary hold, with a stated preference for equity allocations. The firm also uses mutual funds alongside exchange-traded securities to build diversified exposures. While Sancus is not identified as an active ESG investor and is not a multi-state adviser, it does allocate to a range of alternative asset classes — including private equity, venture capital, hedge funds, real estate and digital currency — which suggests access to third-party alternative fund managers for clients seeking non-traditional exposures.

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Location & Offices