← Back to searchVisit website
SARD WEALTH MANAGMENT GROUP, LLC
SARD WEALTH MANAGEMENT GROUP, LLC
CRD 123457 · SEC 801-68891
5607 GLENRIDGE DRIVE, SUITE 275, BUILDING II, ATLANTA, GA, 30342, United States
Phone
404-843-4483
Fax
404-236-7310
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.0M
Discretionary AUM
$430.7M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $52.5M |
| High net worth individuals | 155 | $381.5M |
| Pension/profit sharing plans | 6 | $29.9M |
States served
CA, GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD