S
$571.2M Total AUM
$571.2M Disc. AUM
-- 3Y CAGR
3 Employees
546 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-12-2013
- Office Locations
- 1
Office Locations
5150 Belfort Rd., Suite 702 Jacksonville FL
About Sanchez Wealth Management Group, LLC
Sanchez Wealth Management Group, LLC is a Jacksonville-based RIA. The firm has been operating for 12 years. Managing $571.2M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial.
Team overview
42 AVG AGE
$190.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTEN LEE SANCHEZ
Chief Compliance Officer, Managing Member, President
- CRD
- #2885667
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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JOSHUA SETH MANDELKORN
--
- CRD
- #5889501
Available
Available
Available
Dawn Sanchez Nicoles
--
- CRD
- #4454340
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,211,120 | $380,300 |
| Non-Discretionary | $0 | -- |
| Total | $571,211,120 | $380,300 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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