Sanctuary Wealth Management, LLC

Sanctuary Wealth Management, LLC is a Registered Investment Adviser founded in 2004 in Idaho. The firm offers financial planning, investment management, wealth management, and employee retirement plan consulting services. They may use unaffiliated third parties for financial planning, and they manage investment portfolios based on a client's financial plan and risk assessment. The firm typically allocates investments across a diversified portfolio of equities, bonds, real estate, commodities, and cash, primarily using mutual funds or exchange-traded funds. Sanctuary also advises on private investment funds. Clients are charged fees based on a percentage of assets under management, billed quarterly. The firm requires a minimum aggregated portfolio size of $1,000,000 for individuals and $50,000 for trusts, corporations, or pension plans. Sanctuary may recommend Fidelity Institutional as a custodian for client assets and may engage in block trading for clients. The firm does not vote proxies on behalf of clients and does not have any material legal or disciplinary events. Sanctuary Wealth Management, LLC acts as a fiduciary and is owned by Washington Financial, LLC, Pintail Management LLC, and Centerpoint Capital Advisors LLC.