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| Happy Holidays!! thanks for using AUM13F!! |
| SARD Wealth Management Group LLC
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| CRD # | 123457 |
| SEC # | 801-68891 |
| CIK # | 0002010095 |
| AUM | $389.4 M (2025-02-06) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 404-843-4483 |
| Address | 5607 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Microsoft Corp | 1.8 | ||
| Procter & Gamble Co | 1.7 | ||
| McKesson Corp | 1.3 | ||
| Home Depot Inc | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Nvidia Corp | 1.0 | ||
| Exxon Mobil Corp | 0.8 | ||
| Southern Co | 0.7 | ||
| Coca Cola Co | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 54.7 |
| (b) Individuals (high net worth individuals) | 148 | 308.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 26.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,076 | 389.4 |
| By Discretionary | ||
| Discretionary | 1,060 | 360.3 |
| Non-Discretionary | 16 | 29.2 |
| Total | 1,076 | 389.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.4 | |
| Total | 1,076 | 389.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010095] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riverstone Advisors LLC
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|
0.4 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.4 |
|
South Lakeview LLC
✚
|
0.4 | |
|
Disciplined Equity Management Inc
✚
|
FL | 0.4 |
|
Santori & Peters Inc
✚
|
PA | 0.4 |
|
Mowery & Schoenfeld Wealth Management LLC
✚
|
IL | 0.4 |
|
United Brokerage Services Inc
✚
|
WV | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |
|
G&S Capital LLC
✚
|
CO | 0.4 |
|
Timonier Family Office Ltd
✚
|
NC | 0.4 |