White Sand Wealth Management, LLC
● SEC registered since 2024CRD 304614SEC# 801-130027Liberty, MO
Reg. AUM
$172.4M
Employees
7
Accounts
197
Location
Liberty, MO
White Sand Wealth Management, LLC assets under management
White Sand Wealth Management, LLC operates as an SEC-registered investment adviser based in Liberty, MO. The firm has been registered since 2024. It reports $172.4 million in regulatory assets under management and employs 7 people.
White Sand Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joel Kevin Huet Control | Owner | Over 75% | 2019 |
| Karen Kristy Burris | Senior Financial Advisor, Cco | Under 5% | 2024 |
Frequently asked questions
How much does White Sand Wealth Management, LLC manage?
White Sand Wealth Management, LLC reports $172.4 million in regulatory assets under management on its Form ADV.
How many employees does White Sand Wealth Management, LLC have?
White Sand Wealth Management, LLC reports 7 employees.
Where is White Sand Wealth Management, LLC located?
White Sand Wealth Management, LLC is based in Liberty, MO and has been SEC-registered since 2024.
Does White Sand Wealth Management, LLC disclose fund performance?
White Sand Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 S Water Street, Liberty, MO 64068 |
| Phone | 816-429-6743 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.4M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$172.4Mregulatory AUM
Discretionary $172.4M