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 that has been SEC-registered since 2008 and is owned by an individual. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Sard Wealth Managment Group does not position itself as a capital allocator and is not flagged as an active ESG investor. The firm earned recognition in 2020 when it was listed among FA Magazine’s "Top RIA Firms."
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities37%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2JONATHAN 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
$229M in ETFs
76%
$175M
17%
$54M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) | First Trust | Passive | Mid Cap Blend | $28.3M | 468,254 | 12.37% |
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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