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| SARD Wealth Management Group LLC
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|---|---|
| CRD # | 123457 |
| SEC # | 801-68891 |
| CIK # | 0002010095 |
| AUM | $464.0 M (2026-02-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-843-4483 |
| Address | 5607 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Microsoft Corp | 1.7 | ||
| Amazon Com Inc | 1.6 | ||
| Procter & Gamble Co | 1.5 | ||
| McKesson Corp | 1.4 | ||
| Nvidia Corp | 1.3 | ||
| Home Depot Inc | 1.0 | ||
| Southern Co | 0.8 | ||
| Coca Cola Co | 0.8 | ||
| Palantir Technologies Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 52.5 |
| (b) Individuals (high net worth individuals) | 155 | 381.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 29.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,127 | 464.0 |
| By Discretionary | ||
| Discretionary | 1,114 | 430.7 |
| Non-Discretionary | 13 | 33.3 |
| Total | 1,127 | 464.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 464.0 | |
| Total | 1,127 | 464.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010095] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
John F Suby Wealth Management LLC
✚
|
WI | 0.5 |
|
LPWM LLC
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|
MN | 0.5 |
|
HMV Wealth Advisors LLC
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|
LA | 0.5 |
|
Colonial River Investments LLC
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|
VA | 0.5 |
|
Accountants Proprietary Financial Servicenet Inc
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|
NY | 0.5 |
|
Independence Financial Advisors LLC
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|
NH | 0.5 |
|
MKT Advisors LLC
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|
CA | 0.5 |
|
Monarch Wealth Strategies
✚
|
CA | 0.5 |
|
Miller Financial Services LLC
✚
|
MI | 0.5 |
|
Plum Street Advisors LLC
✚
|
0.5 |