Sanctuary Wealth Management, LLC

Sanctuary Wealth Management, LLC (CRD# 148779) is a financial advisory firm headquartered in Pocatello, ID. They manage $228,988,940 in 553 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
275 South 5th Avenue, Suite 151, Pocatello, ID 83201
http://www.sanctuarywealth.net
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $414,085
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, MT, NV, TX, UT

Financial Advisors at Sanctuary Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Lauren Dalton, financial advisor Pocatello ID
Lauren M. Dalton
CRD#: 6485147
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Lauren Dalton (CRD# 6485147) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 6 years of experience in the finance industry.

2
Gene Esplin, financial advisor Pocatello ID
Gene C. Esplin
CRD#: 3133447
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Gene Esplin (CRD# 3133447) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 25 years of experience in the finance industry.

3
Joel Phillips, financial advisor Pocatello ID
Joel D. Phillips
CRD#: 5540852
275 South 5th Ave #151, Pocatello, ID 83201

Joel Phillips (CRD# 5540852) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 15 years of experience in the finance industry.

4
Brett Robison, financial advisor Pocatello ID
Brett D. Robison
CRD#: 2450058
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Brett Robison (CRD# 2450058) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 30 years of experience in the finance industry.

5
Ashley Anderson, financial advisor Pocatello ID
Ashley D. Anderson
CRD#: 6988638
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Ashley Anderson (CRD# 6988638) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 3 years of experience in the finance industry.

6
Andrew Cortez, financial advisor Pocatello ID
Andrew J. Cortez
CRD#: 7540664
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Andrew Cortez (CRD# 7540664) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 2 years of experience in the finance industry.

7
Ty Gentry, financial advisor Pocatello ID
Ty T. Gentry
CRD#: 7609473
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Ty Gentry (CRD# 7609473) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has 1 year of experience in the finance industry.

8
Austin Smellie, financial advisor Pocatello ID
Austin W. Smellie
CRD#: 7829028
275 South 5th Avenue, Suite 151, Pocatello, ID 83201

Austin Smellie (CRD# 7829028) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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