Sands Wealth Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 339590
- Custodians
- CHARLES SCHWAB & CO., INC., EXETER TRUST COMPANY, UNION BANK AND TRUST COMPANY, CAPITAL RESEARCH AND MANAGEMENT COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.77%
- Individuals27.15%
- Pension & Profit Sharing Plans1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sands Wealth Strategies, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisory fee model is a percentage-of-assets-under-management structure. Firm disclosures indicate it is neither a multi-state adviser nor an active ESG investor, and it does not act as a capital allocator. Custody and account servicing are handled through external custodians rather than in-house platforms.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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