Sancus Wealth Management LLC

Sancus Wealth Management is a state-registered investment adviser that provides portfolio management, financial planning, retirement planning, family office and wealth structuring services, and international wealth planning coordination. The brochure lists the firm’s advisory offerings for individuals, high-net-worth clients, families, retirement accounts, and trusts and estates, and reports approximately $6,263,543 in discretionary assets under management as of December 31, 2025.

The firm’s investment approach combines fundamental and macroeconomic analysis with asset allocation work and investment-manager due diligence, and it employs strategies such as long-term purchases, tactical asset allocation, fixed income, alternative and private market investments, and real estate-related investments. Sancus may provide discretionary or non-discretionary advisory services and conducts periodic account reviews (quarterly, annually, or as needed).

Noteworthy aspects of the firm include its explicit offering of international wealth planning coordination, which aligns with an uncommon non-U.S. client focus for firms in this category, and disclosures about insurance-related activities: certain supervised persons are licensed to offer insurance products through unaffiliated carriers and may receive commissions. The brochure also notes family-office and private-market capabilities alongside modest regulatory AUM, and the firm discloses and seeks to address potential conflicts arising from insurance product sales.