Sanctuary Wealth Welcomes Soteris Private Wealth [Yahoo! Finance]
Bank of America Corporation (BAC)
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Source: Yahoo! Finance
MIAMI April 17, 2026 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), an industry-leading hybrid RIA that helps elite financial advisors thrive with greater freedom, flexibility, control and choice, welcomes Soteris Private Wealth (Soteris) and its co-founders, Josh Erickson, CPWA, CFP, CPFA, and Rob Montierth, CFP, CPFA, CRPC. The Walnut Creek, Calif. team joins from Merrill Lynch, where it was responsible for $800 million in total client assets. "At Sanctuary, our partner firms are our clients, and we serve them with the same passion they bring to theirs. It is especially meaningful when those firms refer friends and colleagues, as was the case with Josh and Rob. They've built a tremendous practice over the past 15 years and earned the right to own what they've created," said Vince Fertitta, President, Wealth Management, Sanctuary Wealth. Erickson and Montierth are the latest wirehouse advisors to choose Sanctuary as they transition to independence, drawn by the opportunity to tak
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