AdvisorOS Directory
Claim Profile
Unclaimed Profile
BR

Brett David Robison

SANCTUARY WEALTH MANAGEMENT, LLC·POCATELLO, Idaho
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredSANCTUARY WEALTH MANAGEMENT, LLC
275 SOUTH 5TH AVENUE, POCATELLO, ID 83201CRD# 2450058Firm CRD# 148779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett David Robison · POCATELLO, ID
Registration
CRD #2450058 · SANCTUARY WEALTH MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Mar 2025 – present
FIDUCIARY SERVICES LLC
Jan 2022 – Aug 2025
POCATELLO, ID
SANCTUARY WEALTH MANAGEMENT, LLC
Nov 2008 – Mar 2025
POCATELLO, ID
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mar 2005 – Dec 2008
POCATELLO, ID
CAMBRIDGE INVESTMENT RESERARCH, INC.
Jan 2004 – Mar 2005
POCATELLO, ID
ING FINANCIAL PARTNERS, INC
Feb 1999 – Jan 2004
POCATELLO, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 25, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SANCTUARY WEALTH MANAGEMENT, LLC
CRD 148779 · SEC 801-81013
AUM
$229M
Regulatory assets under management
Employees
11
553 client accounts
Services offered by SANCTUARY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SANCTUARY WEALTH MANAGEMENT, LLC →
Introduction

Speak with Brett

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brett is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in POCATELLO?

Browse all registered financial advisors in POCATELLO, Idaho or claim this profile if it's yours.

Browse POCATELLO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brett David Robison offer?
Brett David Robison specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POCATELLO, Idaho for a consultation.
What are Brett David Robison's credentials?
Brett David Robison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett David Robison located?
Brett David Robison is based in POCATELLO, Idaho, working with SANCTUARY WEALTH MANAGEMENT, LLC. Their office serves clients in the POCATELLO metropolitan area and surrounding communities.
How does Brett David Robison charge for services?
Brett David Robison's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANCTUARY WEALTH MANAGEMENT, LLC?
SANCTUARY WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SANCTUARY WEALTH MANAGEMENT, LLC

Timothy E Forhan
POCATELLO, ID
Gene Clay Esplin
POCATELLO, ID
Joel Daniel Phillips
POCATELLO, ID

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Idaho
BOISE (84)EAGLE (30)IDAHO FALLS (15)MERIDIAN (12)MOSCOW (10)KETCHUM (10)COEUR D'ALENE (4)REXBURG (2)LEWISTON (1)AMMON (1)
City Guides
BOISE GuideEAGLE GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Request removal of this profile