SANDHILL WEALTH MANAGEMENT, INC.

Overview

Sandhill Wealth Management, Inc. is a fee-based advisory firm that provides portfolio management primarily for individuals, small businesses and select institutional clients. The firm operates under an individual ownership structure and charges clients a percentage of assets under management. Investment activity centers on professionally managed public funds and separate account strategies, with discretionary authority over the bulk of client assets. Sandhill is not positioned as an ESG-driven allocator and is not registered as a multi-state adviser. The firm reports being SEC registered in 2026 and is classified as an unclassified adviser rather than a capital allocator. Manager allocation interest skews toward pooled public vehicles as the backbone of client portfolios, while maintaining the ability to access third-party alternative managers across private markets and real assets. Given the mix of individual/family and institutional clients, the firm blends mutual fund and SMA solutions for core equity and fixed income exposure and layers in private and specialty strategies where suitability and client objectives allow.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices