Investment adviser · CRD 148779

SANCTUARY WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

POCATELLO, ID, United States · Form ADV filed Jul 12, 2024

Regulatory AUM: $229M
Client accounts: 553
Employees: 11
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	169	$178,969,185	78.2%
Individuals	384	$50,019,755	21.8%

Filing source

Form ADV 1889091 · Jul 12, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COMMUNITY CAPITAL FUND IV LLCOther Private Fund · Last reported Nov 28, 2023$2MGross asset value

Form D fundraising filings

Community Capital Fund IV LLC

Auditor LMHS NORWELL, Massachusetts, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

LMHS
PCAOB 3373

Fund details & source

Fund ID: 805-7965704143
Reported beneficial owners: 15
Minimum commitment: $100K
Form D file number: 021-457935

Form ADV 1797952 · Nov 28, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 12, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

275 SOUTH 5TH AVENUE, SUITE 151
POCATELLO, ID, 83201, United States

CRD 148779

Filing source

Form ADV 1889091 · Jul 12, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.