Sanchez Wealth Management Group, LLC

RIASEC RegisteredEst. 2013

Total AUM

$571M

Discretionary

$571M

100% of AUM

Avg account

$380K

Accounts

1,502

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 169274
Registered since: November 12, 2013
Website: www.sanchezwealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.51%
Individuals24.62%
Pension & Profit Sharing Plans1.13%
Corporations / Businesses0.74%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sanchez Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2013. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its adviser services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside managers. The firm also operates as an insurance broker and charges fees by percentage of AUM, hourly rates and fixed fees. The firm is owner-operated (individual ownership) and does not position itself as an ESG-focused adviser, pension consultant, or multi-state RIA. Sanchez Wealth Management Group, LLC reports acting as a connector to third-party managers, consistent with its classification as a capital allocator.