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Sandhill Wealth Management, Inc.

● SEC registered since 2026CRD 291649SEC# 801-135386Winter Park, FL
Export (members)
Reg. AUM
$118.5M
Employees
2
Accounts
217
Location
Winter Park, FL

Sandhill Wealth Management, Inc. assets under management

Sandhill Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2026. It reports $118.5 million in regulatory assets under management and employs 2 people.
www.facebook.com/sandhillwealthmanagement/?ref=page_internalView on SEC.gov ↗

Sandhill Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David A Gulacsy ControlPresident, CcoOver 75%2017

Frequently asked questions

How much does Sandhill Wealth Management, Inc. manage?

Sandhill Wealth Management, Inc. reports $118.5 million in regulatory assets under management on its Form ADV.

How many employees does Sandhill Wealth Management, Inc. have?

Sandhill Wealth Management, Inc. reports 2 employees.

Where is Sandhill Wealth Management, Inc. located?

Sandhill Wealth Management, Inc. is based in Winter Park, FL and has been SEC-registered since 2026.

Does Sandhill Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address831 West Morse Blvd, Winter Park, FL 32789
Phone321-6629270
Fax407-214-6431
Office hours8:30 - 5:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.5M
Non-discretionary$0
Total (RAUM)$118.5M