Overview
Assets Under Management: $253 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 108
Average Client Assets: $0.5 million
Frequently Asked Questions
SANDLAPPER WEALTH MANAGEMENT, LLC 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 #41534), SANDLAPPER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SANDLAPPER WEALTH MANAGEMENT, LLC is headquartered in GREENVILLE, SC.
SANDLAPPER WEALTH MANAGEMENT, LLC serves 108 high-net-worth clients according to their SEC filing dated August 10, 2018. View client details ↓
According to their SEC Form ADV, SANDLAPPER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SANDLAPPER WEALTH MANAGEMENT, LLC manages $253 million in client assets according to their SEC filing dated August 10, 2018.
According to their SEC Form ADV, SANDLAPPER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.07%
Average Client Assets: $0.5 million
Total Client Accounts: 1,198
Discretionary Accounts: 833
Non-Discretionary Accounts: 365
Regulatory Filings
CRD Number: 41534
Filing ID: 1230745
Last Filing Date: 2018-08-10 10:49:00