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SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274 · SEC 801-78772
5150 BELFORT RD., SUITE 702, JACKSONVILLE, FL, 32256-6038, United States
Phone
904-281-9261
Fax
904-281-9257
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$571.2M
Discretionary AUM
$571.2M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 366 | $140.6M |
| High net worth individuals | 172 | $419.9M |
| Pension/profit sharing plans | 2 | $6.4M |
| Charitable organizations | 1 | $72K |
| Corporations/business entities | 4 | $4.2M |
States served
CA, GA, LA, NE, NC, OR, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD