SANCTUARY WEALTH MANAGEMENT, LLC
CRD #148779 SEC #801-81013 POCATELLO, ID 208-233-0080
SEC Registered
Total AUM
$229M
Discretionary
$229M
Employees
11
Clients
--
Accounts
553
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $229M | $229M | $0 | 11 | 0 |
| Jul 2024 | $229M | $229M | $0 | 11 | 0 |
| Mar 2024 | $229M | $229M | $0 | 11 | 0 |
| Nov 2023 | $203.5M | $201.5M | $2M | 10 | 0 |
| Oct 2023 | $203.5M | $201.5M | $2M | 10 | 0 |
| Mar 2023 | $203.5M | $201.5M | $2M | 10 | 0 |
| Mar 2022 | $220.2M | $220.2M | $0 | 10 | 0 |
| Mar 2022 | $220.2M | $220.2M | $0 | 10 | 0 |
| Mar 2021 | $172.1M | $172.1M | $0 | 8 | 0 |
| Jun 2020 | $168.7M | $168.7M | $0 | 10 | 0 |
| Mar 2020 | $168.7M | $168.7M | $0 | 10 | 0 |
| Sep 2019 | $156.2M | $156.2M | $0 | 9 | 0 |
| Jun 2019 | $156.2M | $156.2M | $0 | 9 | 0 |
| Mar 2019 | $156.2M | $156.2M | $0 | 9 | 0 |
| Jun 2018 | $167.4M | $144.6M | $22.8M | 8 | 314 |
| Mar 2018 | $167.4M | $144.6M | $22.8M | 8 | 314 |
| Jul 2017 | $133.9M | $128.6M | $5.4M | 7 | 300 |
| Mar 2017 | $133.9M | $128.6M | $5.4M | 7 | 300 |
| Mar 2017 | $133.9M | $128.6M | $5.4M | 7 | 300 |
| May 2016 | $105M | $0 | $105M | 5 | 200 |
| Mar 2016 | $105M | $0 | $105M | 5 | 200 |
| Mar 2016 | $105M | $0 | $105M | 5 | 200 |
| Jul 2015 | $105.3M | $0 | $105.3M | 4 | 700 |
| Feb 2015 | $105.3M | $0 | $105.3M | 4 | 700 |
| Feb 2015 | $105.3M | $0 | $105.3M | 4 | 700 |
| Oct 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| Sep 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| Aug 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| Jun 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| May 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| May 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| Mar 2012 | $51.7M | $0 | $51.7M | 1 | 300 |
| Aug 2011 | $48.2M | $0 | $48.2M | 5 | -- |
| Jun 2011 | $48.2M | $0 | $48.2M | 5 | -- |
| May 2011 | $48.2M | $0 | $48.2M | 5 | -- |
| Mar 2011 | $48.2M | $0 | $48.2M | 5 | -- |
DateJul 2024
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees11
Clients0
DateJul 2024
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$229M
Discretionary$229M
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$203.5M
Discretionary$201.5M
Non-Disc.$2M
Employees10
Clients0
DateOct 2023
Total AUM$203.5M
Discretionary$201.5M
Non-Disc.$2M
Employees10
Clients0
DateMar 2023
Total AUM$203.5M
Discretionary$201.5M
Non-Disc.$2M
Employees10
Clients0
DateMar 2022
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$168.7M
Discretionary$168.7M
Non-Disc.$0
Employees10
Clients0
DateSep 2019
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2019
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$167.4M
Discretionary$144.6M
Non-Disc.$22.8M
Employees8
Clients314
DateMar 2018
Total AUM$167.4M
Discretionary$144.6M
Non-Disc.$22.8M
Employees8
Clients314
DateJul 2017
Total AUM$133.9M
Discretionary$128.6M
Non-Disc.$5.4M
Employees7
Clients300
DateMar 2017
Total AUM$133.9M
Discretionary$128.6M
Non-Disc.$5.4M
Employees7
Clients300
DateMar 2017
Total AUM$133.9M
Discretionary$128.6M
Non-Disc.$5.4M
Employees7
Clients300
DateMay 2016
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients200
DateMar 2016
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients200
DateMar 2016
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients200
DateJul 2015
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees4
Clients700
DateFeb 2015
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees4
Clients700
DateFeb 2015
Total AUM$105.3M
Discretionary$0
Non-Disc.$105.3M
Employees4
Clients700
DateOct 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateSep 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateAug 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateJun 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateMay 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateMay 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateMar 2012
Total AUM$51.7M
Discretionary$0
Non-Disc.$51.7M
Employees1
Clients300
DateAug 2011
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees5
Clients--
DateJun 2011
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees5
Clients--
DateMay 2011
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees5
Clients--
DateMar 2011
Total AUM$48.2M
Discretionary$0
Non-Disc.$48.2M
Employees5
Clients--