Sanctuary Wealth Welcomes Soteris Private Wealth
April 20, 2026
Sanctuary Wealth, a hybrid RIA focused on supporting independent financial advisors, welcomed Soteris Private Wealth, a new firm launched by advisors Josh Erickson and Rob Montierth. The $800 million team previously managed approximately $800 million in client assets at Merrill Lynch and is now operating under Sanctuary’s partnered independence model.
- Buyers
- Sanctuary Wealth
- Targets
- Soteris Private Wealth
- Sellers
- Merrill Lynch
- Platforms
- Sanctuary Wealth
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Addon
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