SANCHEZ WEALTH MANAGEMENT GROUP, LLC

5150 Belfort Rd., Suite 702
Jacksonville, Florida 32256-6038
Tel: 904-281-9261

About SANCHEZ WEALTH MANAGEMENT GROUP, LLC

SANCHEZ WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as SANCHEZ WEALTH MANAGEMENT GROUP, LLC. The firm was established in 11/12/2013. They have over 1 offices throughout the country.

SANCHEZ WEALTH MANAGEMENT GROUP, LLC is a Jacksonville, Florida based Financial Planning firm with nearly $342,155,112 assets under management, offering retirement planning & investment advisory services to 1069 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169274
SEC#	801-78772
Assets Managed by Firm	$342,155,112
No. of Clients	1069
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1069	$342,155,112
Individuals (other than high net worth individuals)	301	$99,300,880
High net worth individuals	123	$235,089,845
Pension and profit sharing plans	2	$4,911,976
Corporations or other businesses	3	$2,852,411

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