White Sand Wealth Management's Form ADV discloses 1.00% on the first $1 million, 0.75% on the next $1 million, 0.60% on the next $1 million, and 0.50% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #304614), White Sand Wealth Management is subject to fiduciary duty under federal law.
White Sand Wealth Management is headquartered in LIBERTY, MO.
White Sand Wealth Management serves 55 high-net-worth clients according to their SEC filing dated September 24, 2026. View client details ↓
According to their SEC Form ADV, White Sand Wealth Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
White Sand Wealth Management manages $172 million in client assets according to their SEC filing dated September 24, 2026.
According to their SEC Form ADV, White Sand Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓