About Sanctuary Wealth Management, LLC
Sanctuary Wealth Management, LLC is a registered investment advisor firm based in Pocatello, Idaho, with $229 million in Assets Under Management. They specialize in developing strategic financial plans tailored to client goals, ensuring steady progress through collaborative roadmap creation and effective account implementation. Their expertise lies in aligning vision with action to help clients navigate their financial journey with confidence. While the firm itself is based in Pocatello, the broader Sanctuary Wealth network includes partner firms across various states, though specific details on these are limited. The firm recently joined forces with Merit Financial Advisors, effective March 14, 2025, expanding its support and services.
Website: http://www.sanctuarywealth.net
Employees: 11
Office Locations
- Pocatello, ID (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $229.0M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| TETON AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN | TETON MOTORS, INC. DBA TETON MOTORS, ID | $20M | 359 |
| SUPER T TRANSPORT 401(K) PLAN | SUPER T TRANSPORT, INC., ID | $2M | 153 |