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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2024
- Office Locations
- 8
Office Locations
About Sandro Wealth Management LLC
Sandro Wealth is a privately owned, SEC-registered investment adviser that partners with elite advisors to help them win and serve high-net-worth ($5M+) clients. Through the Sandro Wealth Platform, the firm provides investment management and access to private market investments, alongside banking-as-a-service, trust/estate and business succession planning, and asset protection/risk management—delivered as an integrated, advisor-supported wealth solution.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
GARRETT RICHARD D'ALESSANDRO
Chief Executive Officer, Chief Financial Officer, Chief Investment Officer
- CRD
- #1910929
- Ownership
- Less than 5%
KURT ALEXANDER HAWKESWORTH
President
- CRD
- #4043037
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHARLES PAUL ALBERTON
Head of Portfolio Strategy Management, Sr. Managing Director, West Coast
- CRD
- #2670775
WILLIAM R CALLAHAN IV
Sr. Wealth Strategist
- CRD
- #5576013
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,594,694 | $1,354,730 |
| Non-Discretionary | $0 | -- |
| Total | $227,594,694 | $1,354,730 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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