Overview
Assets Under Management: $389 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Frequently Asked Questions
SARD WEALTH MANAGEMENT GROUP, 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 #123457), SARD WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
SARD WEALTH MANAGEMENT GROUP, LLC is headquartered in ATLANTA, GA.
SARD WEALTH MANAGEMENT GROUP, LLC serves 148 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, SARD WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SARD WEALTH MANAGEMENT GROUP, LLC manages $389 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, SARD WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,076
Discretionary Accounts: 1,060
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 123457
Last Filing Date: 2025-02-06 00:00:00
Website: https://sardwealth.com