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SARD Wealth Management Group LLC
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CRD # | 123457 |
SEC # | 801-68891 |
CIK # | 0002010095 |
AUM | $334.9 MM (2024-08-21) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 404-843-4483 |
Address | 5607 Glenridge Drive Atlanta, GA 30342 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |