SANDHILL WEALTH MANAGEMENT, INC.
  • SANDHILL WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/06/2026
Other registrations (2)
Former registrations

SANDHILL WEALTH MANAGEMENT, INC.

ADV Location WINTER PARK, FL, United States
Contact Info 321 xxxxxxx
Websites
AUM* 118,476,224
of that, discretionary 118,476,224
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 545,973
% High Net Worth 15.67%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

118M 102M 85M 68M 51M 34M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees