Sard Wealth Managment Group, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 123457
- Registered since
- March 11, 2008
- Website
- www.sardwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.23%
- Individuals11.32%
- Pension & Profit Sharing Plans6.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sard Wealth Managment Group, LLC is an independent registered investment adviser structured as an LLC and operating since 2008. The firm serves both individual and family clients alongside institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client-fee models include a percentage of assets under management, hourly billing, and fixed-fee arrangements. Sard Wealth Managment Group does not identify as an active ESG investor and is controlled by an individual owner. The firm received a Top RIA Firms mention from FA Magazine in 2020.
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities37%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2
Jonathan Sard
PresidentCRD 2330785
Craig Bober
Client Relationship ManagerCRD 7775148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$268M in ETFs
77%
$206M
16%
$61.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) | First Trust | Passive | Mid Cap Blend | $36.3M | 478,783 | 13.57% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 5607 Glenridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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