White Sand Wealth Management
White Sand Wealth Management is an SEC-registered mass-market adviser in Liberty, MO with $172.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns White Sand Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304614, SEC 801-130027, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $172.4M (2026-02-11)
- Firm type
- Mass-Market Adviser
- Location
- Liberty, MO
- Employees
- 7
- Clients
- 197
- CRD
- 304614
- Ownership
- HUET, JOEL, KEVIN; BURRIS, KAREN, KRISTY
How much AUM does White Sand Wealth Management have?
White Sand Wealth Management reported $172.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns White Sand Wealth Management?
Disclosed owners and executives of White Sand Wealth Management include HUET, JOEL, KEVIN, BURRIS, KAREN, KRISTY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.