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Joel Daniel Phillips

SANCTUARY WEALTH MANAGEMENT, LLC·POCATELLO, Idaho
SIE, Series 7, Series 66Clean record13 years registeredSANCTUARY WEALTH MANAGEMENT, LLC
275 SOUTH 5TH AVENUE, POCATELLO, ID 83201CRD# 5540852Firm CRD# 148779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Daniel Phillips · POCATELLO, ID
Registration
CRD #5540852 · SANCTUARY WEALTH MANAGEMENT, LLC · 13 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
May 2013 – Mar 2025
POCATELLO, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 8, 2013
Years registered · 13
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

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05

Frequently Asked Questions

What services does Joel Daniel Phillips offer?
Joel Daniel Phillips specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POCATELLO, Idaho for a consultation.
What are Joel Daniel Phillips's credentials?
Joel Daniel Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Daniel Phillips located?
Joel Daniel Phillips 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 Joel Daniel Phillips charge for services?
Joel Daniel Phillips'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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Other Advisors at SANCTUARY WEALTH MANAGEMENT, LLC

Brett David Robison
POCATELLO, ID
Timothy E Forhan
POCATELLO, ID
Gene Clay Esplin
POCATELLO, ID

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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