← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（07/12/2024）
SANCTUARY WEALTH MANAGEMENT, LLC · 所有者与执行高管（CRD 148779）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/148779
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| ROBISON, BRETT, DAVID | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| ESPLIN, GENE, CLAY | 个人 | MANAGING MEMBER | 是 | NA |
| WASHINGTON FINANCIAL LLC | 境内实体 | MEMBER | 是 | C |
| PINTAIL MANAGEMENT LLC | 境内实体 | MEMBER | 是 | C |
| CENTERPOINT CAPITAL ADVISORS LLC | 境内实体 | MEMBER | 是 | B |
| PHILLIPS, JOEL, DANIEL | 个人 | MANAGING MEMBER | 是 | NA |
Schedule B · 执行高管（11 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| ROBISON, BRETT, DAVID | TRUSTEE | 是 |
| ESPLIN, GENE, CLAY | CO-TRUSTEE | 是 |
| PHILLIPS, JOEL, DANIEL | MEMBER | 是 |
| PHILLIPS, HEIDI, LE | MEMBER | — |
| ESPLIN, SAMANTHA | CO-TRUSTEE | — |
| ESPLIN FAMILY ESTATE TRUST | 1% OWNER 100% HAS VOTING RIGHTS | 是 |
| ESPLIN FAMILY FORTRESS TRUST | 99% OWNER, NO VOTING RIGHTS | 是 |
| ROBISON FAMILY FORTRESS TRUST | 99% OWNER, NO VOTING RIGHTS | 是 |
| ROBISON FAMILY ESTATE TRUST | 1 % OWNER, 100% VOTING RIGHT | 是 |
| ESPLIN FAMILY ESTATE TRUST | CONTROLS THE ESPLIN FAMILY FORTRESS TRUST (A GRANTOR TRUST) | 是 |
| ROBISON FAMILY ESTATE TRUST | CONTROLS THE ROBISON FAMILY FORTRESS TRUST(A GRANTOR TRUST) | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
