SANDRO WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- FAIRFIELD, New Jersey
- CRD number
- 332113
- Registered since
- November 14, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.56%
- Individuals6.68%
- Corporations / Businesses0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sandro Wealth Management LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services focus on discretionary portfolio management for individuals, small businesses and larger institutions, and it also conducts manager selection by engaging third‑party advisers. Compensation is a mix of percentage‑of‑AUM and fixed fees. The firm does not identify as an ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Cash & Cash Equivalents15%
- Private Funds12%
- Public Funds/Mutual Funds8%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 4KURT HAWKESWORTH
Chief Operation OfficerCRD 4043037
GARRETT D'ALESSANDRO
CEOCRD 1910929
THOMAS GALVIN
Co-Chief Investment OfficerCRD 1892625
Contacts
3 of 9DAVID COIRO
Investment Advisor RepresentativeCRD 50327
IAN LEYDEN
Senior Vice PresidentCRD 6919930
FANG ZHOU
SVPCRD 5064288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$14M in ETFs
79%
$11M
22%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $1.9M | 22,840 | 13.52% |
Location
FAIRFIELD, NJ
ESSEX
Location
FAIRFIELD, NJ
Headquartered in FAIRFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 155 Passaic Ave
- Time zone
- ET (UTC-5)
- Office locations
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