July 15, 2022
Texas-based team with $120 million AUM joins from Edward Jones and chooses partnered independence with Sanctuary
INDIANAPOLIS, Ind., July 15, 2022 /PRNewswire/ — Sanctuary Wealth, home to the next generation of elite advisors, welcomes Mesa Pointe Wealth to the network from Edward Jones. Led by Founder and CEO Robert Lehrer, the firm is based in Midland, a city considered the capital of Texas oil and gas production, and has approximately $120 million in client assets under management.
“With Robert Lehrer and Mesa Pointe Wealth joining Sanctuary Wealth, we have partner teams in all the major pockets of wealth across Texas,” said Jim Dickson, CEO and Founder of Sanctuary Wealth. “Robert is an outstanding advisor who had already built a great business, but we felt he could do so much more for his clients if he chose partnered independence and had the freedom to select the solutions and technology most appropriate for his practice and his clients’ needs.”