Adviser Profile
| As of Date | 03/08/2026 |
| Registration status | Registration Changed to SANDHILL WEALTH MANAGEMENT, INC. |
| ADV Location | WINTER PARK, FL, United States |
| Contact Info | 321 xxxxxxx |
| Websites |
| AUM* | 118,476,224 85% |
| of that, discretionary | 118,476,224 85% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 545,973 36% |
| % High Net Worth | 15.67% -32% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds