Sanctuary Wealth Management, LLC

Sanctuary Wealth Management, LLC (CRD# 148779) is a financial advisory firm headquartered in Pocatello, ID. They manage $133,948,004 in 1,064 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    1,064
    ACCOUNTS
  • Average Account Value
    $125,891
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID, NV, TX, UT

Financial Advisors at Sanctuary Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gene C. Esplin
CRD#: 3133447
275 South 5th Avenue, Suite 151, Pocatello, ID 83201
93
Wealthminder
score

Gene Esplin (CRD# 3133447) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 19 years of experience in the finance industry.

2
Timothy E. Forhan
CRD#: 5509607
275 South 5th Street, Suite 151, Pocatello, ID 83201
93
Wealthminder
score

Timothy Forhan (CRD# 5509607) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 9 years of experience in the finance industry.

3
Joel D. Phillips
CRD#: 5540852
275 South 5th Ave #151, Pocatello, ID 83201
93
Wealthminder
score

Joel Phillips (CRD# 5540852) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 9 years of experience in the finance industry.

4
Brett D. Robison
CRD#: 2450058
275 South 5th Avenue, Suite 151, Pocatello, ID 83201
93
Wealthminder
score

Brett Robison (CRD# 2450058) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 24 years of experience in the finance industry.

5
Gregory S. Grooms
CRD#: 6430284
275 South 5th Avenue, Suite 151, Pocatello, ID 83201
89
Wealthminder
score

Gregory Grooms (CRD# 6430284) 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.

6
Andrew M. Warren
CRD#: 6590252
275 South 5th Avenue, Suite 151, Pocatello, ID 83201
88
Wealthminder
score

Andrew Warren (CRD# 6590252) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has 1 year of experience in the finance industry.

7
Lauren M. Dalton
CRD#: 6485147
275 South 5th Avenue, Suite 151, Pocatello, ID 83201
87
Wealthminder
score

Lauren Dalton (CRD# 6485147) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.