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SANCTUARY WEALTH MANAGEMENT, LLC

POCATELLO, ID · CRD 148779 · IAPD ↗ · esoprollover.com · 208-233-0080

$229.0MRegulatory AUM
8Advisory reps
11Employees
0Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — SANCTUARY WEALTH MANAGEMENT, LLC (POCATELLO, ID) left the SEC roster (was $229.0M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
August 2024 — SANCTUARY WEALTH MANAGEMENT, LLC changed its website from sanctuarywealth.net to esoprollover.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
April 2024 — SANCTUARY WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — SANCTUARY WEALTH MANAGEMENT, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.