Overview
Assets Under Management: $118 million
Headquarters: WINTER PARK, FL
High-Net-Worth Clients: 34
Average Client Assets: $2.1 million
Frequently Asked Questions
SANDHILL WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291649), SANDHILL WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SANDHILL WEALTH MANAGEMENT, INC. is headquartered in WINTER PARK, FL.
SANDHILL WEALTH MANAGEMENT, INC. serves 34 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, SANDHILL WEALTH MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
SANDHILL WEALTH MANAGEMENT, INC. manages $118 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, SANDHILL WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.13%
Average Client Assets: $2.1 million
Total Client Accounts: 217
Discretionary Accounts: 217
Regulatory Filings
CRD Number: 291649
Filing ID: 2083504
Last Filing Date: 2026-03-27 09:08:24