CRD: 338989
Sandman Wealth Management
$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
101 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2025
- Office Locations
- 1
Office Locations
6846 S Canton AVE Suite 155 Tulsa OK
About Sandman Wealth Management
Sandman Wealth Management is a Tulsa-based RIA. The firm has been operating for 1 years. Managing $18.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$185.3K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
Emanuel J Minardi
Co-Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
S
Sandra Kay Minardi
Chief Compliance Officer, Co-Owner, Financial Advisor
- CRD
- #7451394
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,711,764 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,711,764 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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