Sanchez Wealth Management Group, LLC
Sanchez Wealth Management Group, LLC is an SEC-registered wealth manager in Jacksonville, FL with $571.2M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Sanchez Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169274, SEC 801-78772, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $571.2M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Jacksonville, FL
- Employees
- 3
- Clients
- 545
- CRD
- 169274
- Ownership
- SANCHEZ, CHRISTEN, LEE
How much AUM does Sanchez Wealth Management Group, LLC have?
Sanchez Wealth Management Group, LLC reported $571.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Sanchez Wealth Management Group, LLC?
Disclosed owners and executives of Sanchez Wealth Management Group, LLC include SANCHEZ, CHRISTEN, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.