SANCTUARY WEALTH MANAGEMENT, LLC

275 South 5th Avenue
Suite 151
Pocatello, Idaho 83201
Tel: 208-233-0080

About SANCTUARY WEALTH MANAGEMENT, LLC

SANCTUARY WEALTH MANAGEMENT, LLC, formally registered with the SEC as SANCTUARY WEALTH MANAGEMENT, LLC. The firm was established in 03/02/2015. They have over 1 offices throughout the country.

SANCTUARY WEALTH MANAGEMENT, LLC is a Pocatello, Idaho based Financial Planning firm with nearly $228,988,940 assets under management, offering retirement planning & investment advisory services to 553 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148779
SEC#	801-81013
Assets Managed by Firm	$228,988,940
No. of Clients	553
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	553	$228,988,940
Individuals (other than high net worth individuals)	384	$50,019,755
High net worth individuals	169	$178,969,185

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INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
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