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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-29-2021
- Office Locations
- 1
Office Locations
About Sancus Wealth Management LLC
Sankus Wealth Solutions (Sancus Wealth Management LLC) is a Miami-based RIA providing bespoke, holistic wealth management for demanding clients, aligning portfolios to goals and risk profiles. Services span financial planning, tax and estate planning, insurance, and portfolio construction, with exposure to ETFs, fixed income, and select alternatives/private funds. Known for a lean, transparent approach and partnerships such as EFG International; custody includes Schwab and Interactive Brokers.
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Custodian
Investment Themes
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Owner & Executives
CARLOS LUIS KLEMPRER
Chief Compliance Officer
- CRD
- #6420277
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,642,274 | -- |
| Non-Discretionary | $311,251 | -- |
| Total | $2,953,525 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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