SANCHEZ WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2013

Total AUM

$571M

Discretionary

$571M

100% of AUM

Avg account

$380K

Accounts

1,502

Employees

Advisory reps

Firm details

Headquarters: JACKSONVILLE, Florida
CRD number: 169274
Registered since: November 12, 2013
Website: www.sanchezwealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.51%
Individuals24.62%
Pension & Profit Sharing Plans1.13%
Corporations / Businesses0.74%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sanchez Wealth Management Group, LLC is an independent, owner-operated RIA formed in 2013 that acts as a discretionary capital allocator for both individuals/families and institutional clients. The firm offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, and provides manager selection services when clients need external advisers. Compensation is delivered through percentage-of-AUM billing as well as hourly and fixed-fee engagements. Sanchez Wealth Management also operates as an insurance broker, which informs its use of insurance products alongside investment solutions. The firm does not identify as an active ESG investor and is not set up as a multi-state or pension consulting specialist.