Sandman Wealth Management

Overview

Sandman Wealth Management is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm combines advisory services — financial planning, portfolio management for individuals and small businesses, and pension consulting — with insurance brokerage. Its fee mix includes both assets-under-management percentage fees and fixed fees. Sandman reports no role as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices