SAR Wealth Management

Overview

SAR Wealth Management operates as a small, independent registered advisory practice organized as an LLC and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individual and family clients and small businesses, while also offering insurance brokerage services. Its stated investment preference is equities: exchange-traded securities make up the largest share of managed assets, and the advisor is not positioned as an ESG investor. Fee arrangements are flexible—percentage of AUM alongside hourly and fixed-fee options—consistent with a boutique RIA model that serves a limited client base with personalized plans. Given the mix of public equities, mutual funds and third‑party real estate/REIT exposures, the firm appears to employ a compact, core‑equity approach supplemented by targeted alternative real estate allocations for income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices