SANCTUARY WEALTH MANAGEMENT, L.L.C

Agent

Name	Role	Address
G CLAY ESPLIN	Agent	275 S 5TH AVE., STE. 151, POCATELLO, ID 83201

Member

Name	Role	Address	Appointed On	Resigned On
BRETT D ROBISON	Member	275 SOUTH 5TH AVE., STE 151, POCATELLO, ID 83201	2021-04-05	No data
JOEL D PHILLIPS	Member	275 S 5TH AVE STE 151, POCATELLO, ID 83201	2024-04-03	2024-04-03
G CLAY ESPLIN	Member	275 SOUTH 5TH AVE., STE 151, POCATELLO, ID 83201	2024-04-03	2024-04-03

Central Index Key

CIK number:

0001728436

Phone:

2082330080

EDGAR Link:

View company profile on EDGAR website

Latest Filings

Form type:

13F-HR

File number:

028-18281

Filing date:

2025-02-12

File:

View File

Form type:

13F-HR

File number:

028-18281

Filing date:

2024-11-04

File:

View File

Form type:

N-PX

File number:

028-18281

Filing date:

2024-08-30

File:

View File

Form type:

13F-HR

File number:

028-18281

Filing date:

2024-08-08

File:

View File

Form type:

13F-HR

File number:

028-18281

Filing date:

2024-05-07

File:

View File

Form 5500 Series

Employer Identification Number (EIN):

200446664

Plan Year:

2024

Number Of Participants:

12

Sponsors Telephone Number:

2082330080

File:

View File

Plan Year:

2023

Number Of Participants:

12

Sponsors Telephone Number:

2082330080

File:

View File

Plan Year:

2022

Number Of Participants:

9

Sponsors Telephone Number:

2082330080

File:

View File

Plan Year:

2021

Number Of Participants:

7

Sponsors Telephone Number:

2082330080

File:

View File

Plan Year:

2020

Number Of Participants:

11

Sponsors Telephone Number:

2082330080

File:

View File

Filing

Filing Name	Filing Number	Filing date
Annual Report	0006185421	2025-04-03
Annual Report	0005666947	2024-04-03
Annual Report	0005174607	2023-04-03
Annual Report	0004684336	2022-04-04
Annual Report	0004229776	2021-04-05

Trademarks Section

Serial Number:

77528730

Mark:

SANCTUARY WEALTH MANAGEMENT

Status:

Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2008-07-22

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

SANCTUARY WEALTH MANAGEMENT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial advice; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized str...

First Use:

2006-11-17

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

86637399

Mark:

SANCTUARY WEALTH EMPOWERED

Status:

Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2015-05-21

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

SANCTUARY WEALTH EMPOWERED

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment; Capital investment consulting; Capital investment services; Charitable services, namely, providing financial sponsorship of community not-for-profit organizations; Conducting financia...

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

86636392

Mark:

WEALTH EMPOWERED

Status:

Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2015-05-20

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

WEALTH EMPOWERED

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment; Capital investment consulting; Capital investment services; Charitable services, namely, providing financial sponsorship of community not-for-profit organizations; Conducting financia...

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Paycheck Protection Program

Jobs Reported:

6

Initial Approval Amount:

$69,400

Date Approved:

2020-04-09

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$69,400

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$69,745.07

Servicing Lender:

Idaho Central CU

Use of Proceeds:

Payroll: $69,400

Name:	SANCTUARY WEALTH MANAGEMENT, L.L.C.
Jurisdiction:	Idaho
Legal type:	Limited Liability Company (D)
Status:	Active-Existing
Date of registration:	17 May 2004 (21 years ago)
Financial Date End:	31 May 2026
Entity Number:	104848
Place of Formation:	IDAHO
File Number:	104848
ZIP code:	83201
County:	Bannock County
Principal Address:	275 SOUTH 5TH AVE., STE. 151 POCATELLO, ID 83201
Mailing Address:	CLAY ESPLIN STE 151 275 S 5TH AVE POCATELLO, ID 83201-6418

SANCTUARY WEALTH MANAGEMENT, L.L.C.

Is this your business?

Company Details

Agent

Member

Central Index Key

Latest Filings

Form 5500 Series

Filing

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Paycheck Protection Program

Reviews Leave a review

SANCTUARY WEALTH MANAGEMENT, L.L.C.

Is this your business?

Company Details

Agent

Member

Central Index Key

Latest Filings

Form 5500 Series

Filing

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Paycheck Protection Program

Reviews Leave a review

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