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WHITE SAND WEALTH MANAGEMENT
WHITE SAND WEALTH MANAGEMENT, LLC
CRD 304614 · SEC 801-130027
131 S WATER STREET, LIBERTY, MO, 64068, United States
Phone
816-429-6743
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.4M
Discretionary AUM
$172.4M
Team
7 total employees; 4 advisory reps; 8 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $37.1M |
| High net worth individuals | 55 | $128.0M |
| Pension/profit sharing plans | 5 | $4.3M |
| Charitable organizations | 3 | $298K |
| State/municipal entities | 1 | $2.7M |
States served
KS, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD