Sanchez Wealth Management Group, LLC
● SEC registered since 2013CRD 169274SEC# 801-78772Jacksonville, FL
Reg. AUM
$571.2M
Employees
3
Accounts
1,502
Location
Jacksonville, FL
Sanchez Wealth Management Group, LLC assets under management
Sanchez Wealth Management Group, LLC operates as an SEC-registered investment adviser based in Jacksonville, FL. The firm has been registered since 2013. It reports $571.2 million in regulatory assets under management and employs 3 people.
Sanchez Wealth Management Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christen Lee Sanchez Control | President, Cco, Managing Member | Over 75% | 2010 |
Frequently asked questions
How much does Sanchez Wealth Management Group, LLC manage?
Sanchez Wealth Management Group, LLC reports $571.2 million in regulatory assets under management on its Form ADV.
How many employees does Sanchez Wealth Management Group, LLC have?
Sanchez Wealth Management Group, LLC reports 3 employees.
Where is Sanchez Wealth Management Group, LLC located?
Sanchez Wealth Management Group, LLC is based in Jacksonville, FL and has been SEC-registered since 2013.
Does Sanchez Wealth Management Group, LLC disclose fund performance?
Sanchez Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5150 Belfort Rd., Suite 702, Jacksonville, FL 32256-6038 |
| Phone | 904-281-9261 |
| Fax | 904-281-9257 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1697740 |
| Discloses disciplinary history | No |
Regulatory AUM
$571.2M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$571.2Mregulatory AUM
Discretionary $571.2M