CRD: 291649
Sandhill Wealth Management, Inc.
$118.5M Total AUM
$118.5M Disc. AUM
-- 3Y CAGR
2 Employees
217 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
831 West Morse Blvd Winter Park FL
About Sandhill Wealth Management, Inc.
Sandhill Wealth Management (Winter Park, FL) provides personalized, one-on-one wealth management and financial planning, creating comprehensive plans and regularly reviewing client goals. The team supports retirement and education strategies (401(k)/403(b), IRAs, SEP IRA, and 529 plans) and implements portfolios that include ETFs and mutual funds, with client assets held at Charles Schwab.
Team overview
-- AVG AGE
$59.2M AVG AUM / ADVISOR
$546.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DAVID A GULACSY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5584342
- Ownership
- 75% or more
Available
Available
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E
EDWARD HENRY JENNINGS IV
--
- CRD
- #2894232
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,476,224 | $545,973 |
| Non-Discretionary | $0 | -- |
| Total | $118,476,224 | $545,973 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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