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. The firm is owned by an individual and works with both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Sard Wealth offers multiple fee arrangements—percentage of AUM, hourly charges, and fixed fees—allowing flexibility across client engagements. The firm does not position itself as an ESG specialist and is not identified as a multi-state adviser. Sard Wealth received recognition in FA Magazine’s Top RIA Firms list in 2020.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$308M in ETFs
74%
$227M
18%
$80.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) | First Trust | Passive | Mid Cap Blend | $35.2M | 479,226 | 11.41% |
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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