Sard Wealth Managment Group, LLC
Sard Wealth Managment Group, LLC is an SEC-registered wealth manager in Atlanta, GA with $464.0M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Sard Wealth Managment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123457, SEC 801-68891, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $464.0M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 325
- CRD
- 123457
- Ownership
- SARD, JONATHAN; SARD, JONATHAN, (NO MIDDLE NAME)
How much AUM does Sard Wealth Managment Group, LLC have?
Sard Wealth Managment Group, LLC reported $464.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Sard Wealth Managment Group, LLC?
Disclosed owners and executives of Sard Wealth Managment Group, LLC include SARD, JONATHAN, SARD, JONATHAN, (NO MIDDLE NAME). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.