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 positions itself as a capital allocator for individuals and families, providing portfolio management for both personal and small business clients as well as for businesses or institutional accounts. Sandro Wealth also carries out selection-of-other-advisers activities, indicating it sources and places client capital with third-party managers in addition to managing portfolios directly. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify itself as an ESG-focused investor in the available disclosures.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$15.7M in ETFs
83%
$13M
18%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $3.3M | 40,181 | 21.12% |
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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