Unclaimed Profile

Gene Clay Esplin

SANCTUARY WEALTH MANAGEMENT, LLC·POCATELLO, Idaho

SIE, Series 6, Series 7, Series 6627 years registeredSANCTUARY WEALTH MANAGEMENT, LLC

275 SOUTH 5TH AVENUE, POCATELLO, ID 83201CRD# 3133447Firm CRD# 148779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gene Clay Esplin · POCATELLO, ID

Registration

CRD #3133447 · SANCTUARY WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Mar 2025 – present

FIDUCIARY SERVICES LLC

May 2024 – 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

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · February 25, 1999

Years registered · 27

Disclosure History

2020Customer Dispute·Withdrawn

2019Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SANCTUARY WEALTH MANAGEMENT, LLC

CRD 148779 · SEC 801-81013

AUM

$229M

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Gene Clay Esplin offer?

Gene Clay Esplin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POCATELLO, Idaho for a consultation.

What are Gene Clay Esplin's credentials?

Gene Clay Esplin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gene Clay Esplin located?

Gene Clay Esplin 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 Gene Clay Esplin charge for services?

Gene Clay Esplin'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.

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