White Sand Wealth Management

RIASEC RegisteredEst. 2024

Total AUM

$172M

Discretionary

$172M

100% of AUM

Avg account

$875K

Accounts

197

Employees

Advisory reps

Firm details

Headquarters: Liberty, Missouri
CRD number: 304614
Registered since: April 26, 2024
Website: whitesandwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.23%
Individuals21.52%
Pension & Profit Sharing Plans2.52%
State / Municipal Government1.56%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

White Sand Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC. The firm registered with the SEC in 2024 and is owned by an individual. It serves both high-net-worth individuals and families as well as institutional clients and describes itself as a capital allocator. Fee arrangements include AUM-based fees, hourly billing, and fixed-fee engagements. The firm’s advisory services emphasize financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. White Sand does not identify as an active ESG investor and is not listed as a multistate adviser.