PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Sandro Wealth Management LLC

● SEC registered since 2024CRD 332113SEC# 801-131421Fairfield, NJ
Export (members)
Reg. AUM
$227.6M
Employees
21
Accounts
168
Location
Fairfield, NJ

Sandro Wealth Management LLC assets under management

Sandro Wealth Management LLC is an investment advisory firm registered with the SEC based in Fairfield, NJ. The firm has been registered since 2024. It reports $227.6 million in regulatory assets under management and employs 21 people.

Sandro Wealth Management LLC owners & executives

7 reported
NameTitleOwnershipSince
David C Tateosian ControlChief Commercial OfficerUnder 5%2025
Garrett Richard D'Alessandro ControlChief Executive Officer, Chief Investment Officer & Chief Financial OfficerUnder 5%2024
Ian Michael Leyden ControlChief Compliance Officer, General CounselUnder 5%2025
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Sandro Wealth Management LLC manage?

Sandro Wealth Management LLC reports $227.6 million in regulatory assets under management on its Form ADV.

How many employees does Sandro Wealth Management LLC have?

Sandro Wealth Management LLC reports 21 employees.

Where is Sandro Wealth Management LLC located?

Sandro Wealth Management LLC is based in Fairfield, NJ and has been SEC-registered since 2024.

Does Sandro Wealth Management LLC disclose fund performance?

Sandro Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address155 Passaic Ave, Suite 400, Fairfield, NJ 07004
Phone2016613416
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
CIK2107860
Discloses disciplinary historyNo

Regulatory AUM

$227.6M▲ 124%
May '25 — $101.7MJun '25 — $101.7MJul '25 — $101.7MAug '25 — $101.7MSep '25 — $101.7MOct '25 — $101.7MNov '25 — $101.7MDec '25 — $101.7MJan '26 — $101.7MFeb '26 — $101.7MMar '26 — $227.6MApr '26 — $227.6MMay '26 — $227.6MJun '26 — $227.6M
May '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$227.6Mregulatory AUM
Discretionary $227.6M