Sands Wealth Strategies, LLC
Firm details
- Headquarters
- ,
- CRD number
- 339590
- Custodians
- CHARLES SCHWAB & CO., INC., EXETER TRUST COMPANY, UNION BANK AND TRUST COMPANY, CAPITAL RESEARCH AND MANAGEMENT COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.77%
- Individuals27.15%
- Pension & Profit Sharing Plans1.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Sands Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, charging fees based on a percentage of assets under management. Its advisory services, as reported on its ADV, include financial planning, portfolio management for individuals and small businesses, and pension consulting. The ADV indicates the firm does not market itself as an active ESG investor and is not documented as a multi-state adviser; the year it first registered with the SEC is not listed.
Assets & Accounts
Investments & Alternatives
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
- Other100%
Contacts
1 of 1
Christopher Sands
OwnerCRD 6183967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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