| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Kevin Huet Control | Owner | Over 75% | 2019 |
| Karen Kristy Burris | Senior Financial Advisor, Cco | Under 5% | 2024 |
White Sand Wealth Management, LLC reports $138.9 million in regulatory assets under management on its Form ADV.
White Sand Wealth Management, LLC reports 7 employees.
White Sand Wealth Management, LLC is based in Liberty, MO and has been SEC-registered since 2024.
White Sand Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 131 S Water Street, Liberty, MO 64068 |
| Phone | 816-429-6743 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $138.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $138.9M |