About Sanctuary Wealth Management, LLC
<p>From its Pocatello headquarters in southeastern Idaho, Sanctuary Wealth Management, LLC works with individuals and businesses on investment management and retirement planning.</p> <p>The firm is a registered investment advisor with 11 employees and $229 million in assets under management (2026). Its retirement plan work includes 3(21) fiduciary services, helping plan sponsors select and monitor investments while the sponsor keeps final decision-making authority. Sanctuary also builds financial plans around client goals and turns those plans into account and implementation steps.</p> <p>Sanctuary Wealth Management joined Merit Financial Advisors effective March 14, 2025, which broadened the resources available to clients. The Sanctuary Wealth network also includes partner firms in other states.</p> <p>What sets the firm apart is its focus on pairing 3(21) investment support with a step-by-step planning process that ties decisions back to a written roadmap.</p> <ul> <li>Registered investment advisor and <a href="/plan-advisors">plan advisor</a></li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Investment selection and monitoring support</li> <li>Goal-based financial planning and implementation</li> </ul>
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 |