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SANCHEZ WEALTH MANAGEMENT GROUP, LLC

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

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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 $278,931,032 assets under management, offering retirement planning & investment advisory services to 1021 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169274
SEC#801-78772
Assets Managed by Firm$278,931,032
No. of Clients1021
No. of Advisors2

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1021$278,931,032
Individuals (other than high net worth individuals)403$94,363,652
High net worth individuals100$178,030,637
Pension and profit sharing plans3$4,113,049
Corporations or other businesses3$2,423,694

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