SANDMAN WEALTH MANAGEMENT
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 338989
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals80.47%
- HNWI19.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sandman Wealth Management is an independent, privately owned Registered Investment Adviser operating as a corporation that serves individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, with pension consulting listed among its services. The firm also operates as an insurance broker and charges a mix of percentage-of-AUM and fixed fees. The ADV information indicates the firm does not position itself as a capital allocator or an active ESG investor, and it appears to operate under a single-state registration profile.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
2 of 2Sandra Minardi
PresidentCRD 7451394
Emanuel Minardi
Co-OwnerCRD 8176300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 6846 S Canton Ave
- Time zone
- CT (UTC-6)
- Office locations
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