Sard Wealth Management Group, LLC
● SEC registered since 2008CRD 123457SEC# 801-68891Atlanta, GA
Reg. AUM
$464M
Employees
3
Accounts
1,127
Location
Atlanta, GA
Sard Wealth Management Group, LLC assets under management
Sard Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2008. It reports $464 million in regulatory assets under management and employs 3 people.
Sard Wealth Management Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan (no Middle Name) Sard Control | President And Chief Compliance Officer | Over 75% | 1997 |
Frequently asked questions
How much does Sard Wealth Management Group, LLC manage?
Sard Wealth Management Group, LLC reports $464 million in regulatory assets under management on its Form ADV.
How many employees does Sard Wealth Management Group, LLC have?
Sard Wealth Management Group, LLC reports 3 employees.
Where is Sard Wealth Management Group, LLC located?
Sard Wealth Management Group, LLC is based in Atlanta, GA and has been SEC-registered since 2008.
Does Sard Wealth Management Group, LLC disclose fund performance?
Sard 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 | 5607 Glenridge Drive, Suite 275, Building II, Atlanta, GA 30342 |
| Phone | 404-843-4483 |
| Fax | 404-236-7310 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2010095 |
| Discloses disciplinary history | No |
Regulatory AUM
$464M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$464Mregulatory AUM
Discretionary $430.7MNon-discretionary $33.3M