{"id":167062,"date":"2025-08-22T17:51:16","date_gmt":"2025-08-22T17:51:16","guid":{"rendered":"https:\/\/www.europesays.com\/us\/167062\/"},"modified":"2025-08-22T17:51:16","modified_gmt":"2025-08-22T17:51:16","slug":"sanctuary-adds-san-antonio-advisor-from-728m-ria","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/167062\/","title":{"rendered":"Sanctuary Adds San Antonio Advisor From $728M RIA"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">A San Antonio, Texas-based financial advisor broke away from the registered investment advisor he co-founded to join Sanctuary Wealth.\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Senior Wealth Advisor Joseph Schuetze has founded Marksman Wealth Management and joined the Sanctuary network of partner firms.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">He leaves PAX Financial Group, a San Antonio RIA he co-founded, with $728 million in client assets, according to a Form ADV filing. It\u2019s unclear how much Schuetze manages.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Schuetze is joined by Stephen Mendoza, wealth associate. He focuses on a multi-generational client base.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cAs I considered how best to provide my clients with truly independent advice and support, Sanctuary stood apart from the other firms in the industry,\u201d Schuetze said in a statement. \u201cThe team\u2019s dedication to identifying the best technology, alternatives and strategies was unmatched in my search for a new partner, and I know that Sanctuary\u2019s leadership and staff will make the process of building my own independent practice easier.\u201d<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">This follows news last week that <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" target=\"_self\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/-1-2b-orange-county-team-joins-sanctuary-from-ubs\" rel=\"nofollow noopener\">Sanctuary added Dial Square Private Wealth<\/a>, an Orange County, Calif.-based firm managing about $1.2 billion in assets, from UBS.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Sanctuary acts as a hybrid RIA, with more than 125 partner firms in 32 states (totaling over $50 billion in assets on its platform). The firm has backing from the Italy-based asset manager Azimut, as well as Kennedy Lewis Investment Management.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/mariner-s-independent-strategy-to-include-new-advisor-laision\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Mariner\u2019s Independent Strategy to Include New Advisor Liaison<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In the past year, Sanctuary brought in 16 partner firms with over $10 billion in assets.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"A San Antonio, Texas-based financial advisor broke away from the registered investment advisor he co-founded to join Sanctuary&hellip;\n","protected":false},"author":3,"featured_media":167063,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5133],"tags":[5229,7202,7203,358,3187,67,586,132,5230,68,2969],"class_list":{"0":"post-167062","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-san-antonio","8":"tag-america","9":"tag-san-antonio","10":"tag-sanantonio","11":"tag-texas","12":"tag-tx","13":"tag-united-states","14":"tag-united-states-of-america","15":"tag-unitedstates","16":"tag-unitedstatesofamerica","17":"tag-us","18":"tag-usa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115073691748099282","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/167062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=167062"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/167062\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/167063"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=167062"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=167062"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=167062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}