Sandro Wealth Management LLC
Firm details
- Headquarters
- Fairfield, New Jersey
- CRD number
- 332113
- Registered since
- November 14, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.56%
- Individuals6.68%
- Corporations / Businesses0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sandro Wealth Management LLC is an independent, SEC-registered RIA formed in 2024 that serves individual and family clients. The firm operates as a limited liability company with a domestic ownership structure and describes itself as a capital allocator that both manages portfolios directly and selects outside managers. Its advisory services include discretionary portfolio management for individuals, small businesses, and institutional/business clients, plus manager selection. Fee arrangements combine percentage-of-AUM billing with flat fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities56%
- Cash & Cash Equivalents15%
- Private Funds12%
- Public Funds/Mutual Funds8%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 4
Kurt Hawkesworth
Chief Operation OfficerCRD 4043037
Garrett D'alessandro
CEOCRD 1910929
Thomas Galvin
Co-Chief Investment OfficerCRD 1892625
Contacts
3 of 8
David Coiro
Investment Advisor RepresentativeCRD 50327
Ian Leyden
Senior Vice PresidentCRD 6919930
Fang Zhou
SVPCRD 5064288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$16.8M in ETFs
84%
$14M
17%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $3.3M | 40,181 | 19.80% |
Location
Fairfield, NJ
Essex
Location
Fairfield, NJ
Headquartered in Fairfield, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 155 Passaic Ave
- Time zone
- ET (UTC-5)
- Office locations
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