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Sanchez Wealth Management Group, LLC

● SEC registered since 2013CRD 169274SEC# 801-78772Jacksonville, FL
Export (members)
Reg. AUM
$465.5M
Employees
3
Accounts
1,303
Location
Jacksonville, FL

Sanchez Wealth Management Group, LLC assets under management

Sanchez Wealth Management Group, LLC operates as an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2013. It reports $465.5 million in regulatory assets under management and employs 3 people.
www.sanchezwealth.comView on SEC.gov ↗

Sanchez Wealth Management Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Christen Lee Sanchez ControlPresident, Cco, Managing MemberOver 75%2010

Frequently asked questions

How much does Sanchez Wealth Management Group, LLC manage?

Sanchez Wealth Management Group, LLC reports $465.5 million in regulatory assets under management on its Form ADV.

How many employees does Sanchez Wealth Management Group, LLC have?

Sanchez Wealth Management Group, LLC reports 3 employees.

Where is Sanchez Wealth Management Group, LLC located?

Sanchez Wealth Management Group, LLC is based in Jacksonville, FL and has been SEC-registered since 2013.

Does Sanchez Wealth Management Group, LLC disclose fund performance?

Sanchez Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038
Phone904-281-9261
Fax904-281-9257
Office hours8:30 a.m. To 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1697740
Discloses disciplinary historyNo

Assets under management

Discretionary$465.5M
Non-discretionary$0
Total (RAUM)$465.5M