Sanctuary Wealth Management LLC

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Assets, Funds, Holdings

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Sanctuary Wealth Management LLC
CRD #148779
SEC #801-81013
CIK #0001728436
AUM
Employees 11 (73% Investors, 0% Brokers)
Phone208-233-0080
Address275 South 5th Avenue
Pocatello, ID 83201
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002006201220182025
Sector Form 13F Holdings Value ($B)
Taser International Inc 0.0
on Semiconductor Corp 0.0
Apple Inc 0.0
Nvidia Corp 0.0
 
 
 
 
 
 
 
Holdings by Sector ($B)
705642281402009201420202026
Type Form D Funds Date Sold AUM
Other Community Capital Fund IV LLC [2023-03-31] 1.8 M 2.0 M
Offered $1,800,000 · Filed 2022-10-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 384 50.0
(b) Individuals (high net worth individuals) 169 179.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 553 229.0
By Discretionary
Discretionary 553 229.0
Non-Discretionary 0 0.0
Total 553 229.0
By Non-United States Persons
Non-United States Persons 3.8
United States Persons 225.2
Total 553 229.0
Form D Directors Role # Filings # Firms 2011 - 2026
Brett Robison Executive Officer 2 2
G Esplin Executive Officer 1 1
Joel Phillips Executive Officer 1 1
Community Capital LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001728436]
Firm Profile (Form ADV)
ServesRetail
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