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SANDHILL WEALTH MANAGEMENT, INC.
CRD 291649 · SEC 801-135386
831 WEST MORSE BLVD, WINTER PARK, FL, 32789, United States
Phone
321-6629270
Fax
407-214-6431
Registration
— (—)
Source
State registered
Total AUM
$118.5M
Discretionary AUM
$118.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $23.3M |
| High net worth individuals | 34 | $70.1M |
| Pooled investment vehicles | 1 | $741K |
| Charitable organizations | 2 | $4.9M |
| Corporations/business entities | 9 | $19.5M |
All web addresses on file
Official SEC filing: View on IAPD