lions wealth partners

What lions wealth partners does

Lions Wealth Partners is an Indianapolis-based wealth management firm operating as a Doing Business As (DBA) of Sanctuary Securities, Inc. (a FINRA/SIPC member broker-dealer) and Sanctuary Advisors, LLC (an SEC Registered Investment Advisor). Founded in 2014 by Fabian Knopfler, the firm manages over $200 million in assets under management with a team of four, serving affluent individuals and families who typically hold $750,000 or more in investable assets. Its services span six integrated offerings—Wealth Enhancement, Wealth Transfer, Wealth Protection, Charitable Giving, Investment Consulting, and Relationship Management—and are delivered through a structured five-step engagement process (Discovery, Vision Plan, Investment & Road Map, Mutual Commitment & Implementation, and Ongoing Support). The firm also coordinates with clients' external CPAs, attorneys, and insurance agents as part of implementation.

The firm's core intellectual property consists of the PROOF due diligence framework (Performance, Repeatability, Operation, Ongoing Oversight, Fit for Client) used to evaluate and select external money managers, and the personalized Lions Wealth Vision Plan delivered at the Investment & Road Map stage. Investment execution relies on separately managed accounts (SMAs) with institutional-quality managers rather than proprietary in-house portfolio construction. The business model is fee-based recurring advisory revenue through Sanctuary Advisors, supplemented by securities transaction commissions through Sanctuary Securities; specific fee schedules are not publicly disclosed. Go-to-market is a high-touch, discovery-led sales motion targeted at HNW prospects, supported by professional referrals from the firm's CPA, attorney, and insurance network, and a content-led top-of-funnel effort via the Lions Wealth Insights blog and annual financial calendar. Customer concentration is regional (Indianapolis metro) and segmented across three personas: Affluent Family Stewards, Established Professionals, and Emerging Young Professionals.

Name

lions wealth partners

Legal name

Sanctuary Securities, Inc.

Website

https://lionswp.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Indianapolis-based wealth management firm operating as a DBA of Sanctuary Securities and Sanctuary Advisors, providing integrated financial planning, investment consulting, and estate coordination to high-net-worth individuals and families with $750,000+ in investable assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management services
• Financial planning advisory
• Investment consulting
• Estate planning coordination
• Separately managed accounts

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based advisory services provided through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. The firm provides comprehensive wealth management including investment consulting, portfolio management, and financial planning services to clients with $750,000+ in investable assets.
2. Securities Transactions: Securities offered through Sanctuary Securities, Inc., Member FINRA/SIPC, including access to separately managed accounts (SMAs) and various investment products through institutional-quality money managers.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Lions Wealth Partners provides comprehensive wealth management services to high-net-worth individuals and families with $750,000 or more in investable assets, including Wealth Enhancement (tax-efficient cash flow strategies), Wealth Transfer (estate planning), Wealth Protection (insurance reviews), Charitable Giving (philanthropic structuring), Investment Consulting (custom portfolios via separately managed accounts), and Relationship Management (coordination with CPAs, attorneys, and insurance agents). The firm employs a structured five-step engagement process and its proprietary PROOF due diligence framework for selecting money managers, delivering personalized Vision Plans with actionable wealth management steps.

Product overview

Lions Wealth Partners operates as a comprehensive wealth management firm offering an integrated suite of six core service offerings: Wealth Enhancement (tax-efficient cash flow strategies), Wealth Transfer (estate planning), Wealth Protection (insurance reviews), Charitable Giving (philanthropic structuring), Investment Consulting (custom portfolios via separately managed accounts), and Relationship Management (professional coordination). The firm's service model is supported by a structured five-step process—Discovery Meeting, Vision Plan Meeting, Investment & Road Map Meeting, Mutual Commitment & Implementation, and Ongoing Support—that guides clients from initial consultation through ongoing financial stewardship. Investment management employs the PROOF due diligence framework for screening money managers, combining in-house capabilities with carefully selected external managers for diversified investment strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Enhancement
• Wealth Transfer
• Wealth Protection
• Charitable Giving
• Investment Consulting
• Relationship Management

Quantifiable outcome

• Managing over $200 million in assets for clients
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core.

• Sanctuary Securities, Inc.coreStrategic or Co-development PartnerSanctuary Securities, Inc. is a FINRA member broker-dealer and SIPC-protected securities provider through which Lions Wealth Partners offers investment products and securities transactions. Lions Wealth Management operates as a DBA of Sanctuary Securities, Inc.
• Sanctuary Advisors, LLCcoreStrategic or Co-development PartnerSanctuary Advisors, LLC is an SEC Registered Investment Advisor providing the advisory services framework for Lions Wealth Partners. Lions Wealth Management operates as a DBA of Sanctuary Advisors, LLC.
• Lions Wealth Professional Network (CPAs, Attorneys, Insurance Agents)coreStrategic or Co-development PartnerThe firm maintains a professional network of CPAs, attorneys, and insurance agents to provide coordinated financial planning services. During the Implementation phase, clients are introduced to and integrated with this professional network to ensure cohesive financial planning.
• Institutional-Quality Money Managers (Separately Managed Accounts)coreTechnology or IntegrationLions Wealth Partners provides clients access to institutional-quality money managers through separately managed accounts (SMAs), offering diversified investment strategies across various asset classes.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Sanctuary Wealth Group: Parent platform of Sanctuary Securities and Sanctuary Advisors under which Lions Wealth Partners operates as a DBA. Sanctuary Wealth is a multi-affiliated RIA/broker-dealer platform serving high-net-worth advisors, making it the most structurally comparable entity and the natural parent comparator.
• Creative Planning: Large, fast-growing independent RIA offering comprehensive wealth management, tax, estate, and investment services to affluent and HNW households nationwide. Comparable in service breadth and affluent target market, though at far greater scale.
• Mariner Wealth Advisors: National RIA providing holistic financial planning, investment management, tax, and estate services to high-net-worth clients. Comparable in holistic service model and HNW target, but operates at materially larger scale.
• Carson Group: Network of affiliated advisory practices offering wealth management, coaching, and back-office support to financial advisors and their HNW clients. Comparable in affiliated-practice model and holistic service offering.
• Hightower Advisors: National RIA platform serving high-net-worth and ultra-high-net-worth individuals through affiliated advisor teams with comprehensive wealth management. Directly comparable in HNW focus and team-based advisory delivery.
• Cetera Financial Group: Multi-channel wealth management platform supporting independent advisors and their affluent clients with broker-dealer and RIA services. Comparable as a host platform for DBA-style affiliated practices serving mass-affluent and HNW households.
• Focus Financial Partners: Partnership of independent, fiduciary wealth management firms serving HNW clients, with shared infrastructure and capital support. Comparable as a roll-up acquirer and operating model for high-net-worth advisory practices.
• Edelman Financial Services: National financial planning firm offering fee-only wealth management, retirement, tax, and estate planning to affluent households. Comparable in integrated planning model and mass-affluent/HNW target market, though at much larger scale.

Direct peers

• Buckingham Strategic Wealth: Independent RIA providing evidence-based, goals-based financial planning and investment management to affluent households nationwide. Closely comparable in goals-based planning methodology and HNW individual target market.
• Merit Financial Advisors: Independent RIA delivering comprehensive financial planning, investment management, and family office services to affluent and HNW clients. Highly comparable in holistic wealth management scope and HNW client focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lions-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about lions wealth partners