WHITE SAND WEALTH MANAGEMENT

Overview

White Sand Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2024 and positions itself as a capital allocator for both individuals/families and institutions. The firm offers financial planning and discretionary portfolio management across client segments, and explicitly provides selection-of-other-advisers services, which points to a manager-of-managers approach when clients require third‑party strategies. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options, allowing the firm to serve both wrap/ongoing advisory relationships and project-based planning work. Investment preferences skew toward liquid equity exposures, delivered through exchange-traded vehicles and separately managed account structures. White Sand is not an active ESG investor and is not multi-state in its advisory registrations. Its activity profile reflects a boutique allocator model: hands-on with core public equities while sourcing outside managers for specialized or alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices