Brett
Robison

Sanctuary Wealth Management, LLC

CRD#2450058
Investment Advisor
in Pocatello, ID

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About this Advisor

Brett Robison is a financial advisor based in Pocatello, Idaho, working with Sanctuary Wealth Management, LLC. Brett has previously held positions at Brett Robison, Independent Insurance Agent, Sanctuary Wealth Management, LLC, Triad Advisors, Inc, Kalos Capital, and Fiduciary Services LLC. Brett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho, Nevada, Texas, and Utah. Currently, Brett is part of Sanctuary Wealth Management, LLC, which operates out of Pocatello, Idaho. The firm has 11 employees and manages assets totaling $229.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Sanctuary Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

275 South 5Th Avenue Suite 151
Pocatello, ID 83201

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Sanctuary Wealth Management, LLC Brokerage Details

Total Assets Under Management

$228,988,940

ID Average: $655,107,610
Total Number of Employees

11

ID Average: 12
Total Number of Accounts

553

ID Average: 770
Average Account Size

$414,085

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brett Robison Work History

2021 - Present (3 years)

Fiduciary Services LLC

2004 - Present (20 years)

Sanctuary Wealth Management, LLC

1995 - Present (29 years)

Brett Robison, Independent Insurance Agent

2015 - 2019 (4 years)

Kalos Capital

2008 - 2015 (7 years)

Triad Advisors, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brett Robison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanctuary Wealth Management, LLC

Lauren Dalton
Pocatello, ID
Austin Smellie
Pocatello, ID
Ashley Anderson
Pocatello, ID
Joel Phillips
Pocatello, ID
Andrew Cortez
Pocatello, ID
Ty Gentry
Pocatello, ID
Gene Esplin
Pocatello, ID
Brett Robison
Pocatello, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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