Overview
Assets Under Management: $229 million
Headquarters: POCATELLO, ID
High-Net-Worth Clients: 169
Average Client Assets: $1 million
Frequently Asked Questions
SANCTUARY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148779), SANCTUARY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SANCTUARY WEALTH MANAGEMENT, LLC is headquartered in POCATELLO, ID.
SANCTUARY WEALTH MANAGEMENT, LLC serves 169 high-net-worth clients according to their SEC filing dated July 12, 2024. View client details ↓
According to their SEC Form ADV, SANCTUARY WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SANCTUARY WEALTH MANAGEMENT, LLC manages $229 million in client assets according to their SEC filing dated July 12, 2024.
According to their SEC Form ADV, SANCTUARY WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.16
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 553
Discretionary Accounts: 553
Regulatory Filings
CRD Number: 148779
Last Filing Date: 2024-07-12 00:00:00
Website: https://sanctuarywealth.net