SARD Wealth Management Group LLC

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Assets, Funds, Holdings

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SARD Wealth Management Group LLC
CRD #123457
SEC #801-68891
CIK #0002010095
AUM $334.9 MM (2024-08-21)
Employees 3 (33% Investors, 0% Brokers)
Phone404-843-4483
Address5607 Glenridge Drive
Atlanta, GA 30342
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 2.2
PG 338,108.9 1.9
MSFT 1,918,222.4 1.7
XOM 385,508.3 1.3
MCK 46,168.4 1.2
HD 277,648.0 1.0
NVDA 399,550.0 0.8
AMZN 1,092,997.8 0.6
SO 75,035.5 0.6
KO 269,985.6 0.6
View All
Holdings by Sector ($MM)
15012090603002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 145 42.5
(b) Individuals (high net worth individuals) 146 269.9
(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 6 22.4
(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 1,001 334.9
By Discretionary
Discretionary 995 312.5
Non-Discretionary 6 22.4
Total 1,001 334.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 334.9
Total 1,001 334.9
EDGAR Form CIK 2011 - 2024
13F-HR [0002010095]
Comparable Firms State AUM ($BB)
Capstone Wealth Management LLC
AL 0.3
Kensho Capital LLC
0.3
Old North State Wealth Management LLC
NC 0.3
MBM Wealth Consultants LLC
MO 0.3
Blue Water Asset Management LLC
MI 0.3
Fidato Wealth LLC
OH 0.3
Robinson Smith Wealth Advisors LLC
ME 0.3
Exeter Financial LLC
AZ 0.3
Mystic Asset Management Inc
RI 0.3
Quad-Cities Investment Group LLC
IA 0.3
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