Sandbox Financial Partners, LLC
Sandbox Financial Partners, LLC is an SEC-registered wealth manager in Bethesda, MD with $681.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Sandbox Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297858, SEC 801-113779, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $681.7M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Bethesda, MD
- Employees
- 11
- Clients
- 532
- CRD
- 297858
- Ownership
- BOHLANDER, FREDERICK, JOHN; MILLARD, BLAKE, BARRETT; SALCETTI, ANDREW, JOSEPH; SALCETTI, BRIAN, CHARLES; SANDBOX CAPITAL, LLC
How much AUM does Sandbox Financial Partners, LLC have?
Sandbox Financial Partners, LLC reported $681.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Sandbox Financial Partners, LLC?
Disclosed owners and executives of Sandbox Financial Partners, LLC include BOHLANDER, FREDERICK, JOHN, MILLARD, BLAKE, BARRETT, SALCETTI, ANDREW, JOSEPH, SALCETTI, BRIAN, CHARLES, SANDBOX CAPITAL, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.