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| Keyboard |
| Sandhill Wealth Management Inc
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|
|---|---|
| CRD # | 291649 |
| SEC # | 801-135386 |
| CIK # | |
| AUM | 118.5 M (2026-03-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 321-662-9270 |
| Address | 831 West Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 23.3 |
| (b) Individuals (high net worth individuals) | 34 | 70.1 |
| (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 | 1 | 0.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.9 |
| (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 | 9 | 19.5 |
| (n) Other | 0 | 0.0 |
| Total | 217 | 118.5 |
| By Discretionary | ||
| Discretionary | 217 | 118.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 217 | 118.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.5 | |
| Total | 217 | 118.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Riley S Crosbie Advisory LLC
✚
|
UT | 118.9 M |
|
Charmarline Wealth Management LLC
✚
|
VA | 118.8 M |
|
Northfort Financial LLC
✚
|
118.6 M | |
|
Cardinal Advisers LLC
✚
|
118.5 M | |
|
Brian Joyce LLC
✚
|
118.5 M | |
|
The Financial Discovery Group Inc
✚
|
GA | 118.3 M |
|
Staib Financial Planning LLC
✚
|
118.0 M | |
|
Blue Sky Investment Partners Inc
✚
|
IL | 118.0 M |
|
CornerStone Financial Management LLC
✚
|
GA | 118.0 M |
|
Investment & Tax Strategies Inc
✚
|
118.0 M |