# SANCTUARY WEALTH MANAGEMENT, LLC

SANCTUARY WEALTH MANAGEMENT, LLC of POCATELLO, ID is an SEC-registered investment adviser.

## Registration

- CRD: 148779
- Type: SEC-registered investment adviser
- SEC file number: 801-81013
- Location: 275 SOUTH 5TH AVENUE, SUITE 151, POCATELLO, ID, 83201
- Phone: 208-233-0080
- Latest filing: 2024-07-12
- Regulatory AUM: $229.0M
- Discretionary AUM: $229.0M
- Clients: 11
- Accounts: 553

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [PHILLIPS JOEL DANIEL](https://search.stillhousedata.com/person/793353) | MANAGING MEMBER; MEMBER | — |
| [ROBISON BRETT DAVID](https://search.stillhousedata.com/person/793354) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| [ESPLIN GENE CLAY](https://search.stillhousedata.com/person/793355) | CO-TRUSTEE; MANAGING MEMBER; MEMBER | — |
| [FORHAN TIMOTHY E](https://search.stillhousedata.com/person/793356) | MANAGING MEMBER; MEMBER | — |
| [PHILLIPS HEIDI LE](https://search.stillhousedata.com/person/830481) | MEMBER | — |
| [FORHAN SHERI R](https://search.stillhousedata.com/person/830482) | MEMBER | — |
| [ESPLIN SAMANTHA](https://search.stillhousedata.com/person/830483) | CO-TRUSTEE; MEMBER | — |
| [ROBISON SUSAN](https://search.stillhousedata.com/person/832478) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148779/similar
- Related entities: https://search.stillhousedata.com/firm/148779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148779

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.