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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sanchez Wealth Management Group LLC
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|---|---|
| CRD # | 169274 |
| SEC # | 801-78772 |
| CIK # | 0001697740 |
| AUM | $465.5 M (2025-05-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 904-281-9261 |
| Address | 5150 Belfort Rd, Suite 702 Jacksonville, FL 32256-6038 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Microsoft Corp | 3.0 | ||
| CSX Corp | 1.6 | ||
| Nvidia Corp | 1.1 | ||
| Techne Corp /MN/ | 1.1 | ||
| Abbott Laboratories | 1.1 | ||
| LPL Investment Holdings Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 127.3 |
| (b) Individuals (high net worth individuals) | 150 | 328.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,303 | 465.5 |
| By Discretionary | ||
| Discretionary | 1,303 | 465.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,303 | 465.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 465.2 | |
| Total | 1,303 | 465.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697740] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conifer Investments Ltd
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|
CT | 0.5 |
|
Kercheville Advisors LLC
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|
TX | 0.5 |
|
Gray Private Wealth LLC
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|
MA | 0.5 |
|
Monument Capital Management LLC
✚
|
VA | 0.5 |
|
William Joseph Capital Management Inc
✚
|
CT | 0.5 |
|
Portfolio Advisory Council LLC
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|
TX | 0.5 |
|
Prosperity Planning Inc
✚
|
MO | 0.5 |
|
Oakstreet Wealth Management Inc
✚
|
TX | 0.5 |
|
Evergreen Advisors LLC
✚
|
TN | 0.5 |
|
Convergence Investment Partners LLC
✚
|
FL | 0.5 |