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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-23-2007
- Office Locations
- 1
Office Locations
About Sard Wealth Managment Group, LLC
Sard Wealth Management Group is an independent Atlanta RIA founded in 1992, led by CFP Jonathan Sard. The firm delivers comprehensive financial planning and wealth management, emphasizing proactive education and regular reviews aligned to each client’s full financial picture. Investment implementation commonly uses ETFs and mutual funds in an asset-allocation approach and is custodied at Charles Schwab. Maintains a small, select client roster for high-touch service.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN SARD
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2330785
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Craig Bober
--
- CRD
- #7775148
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $430,708,757 | $386,633 |
| Non-Discretionary | $33,264,325 | $2,558,794 |
| Total | $463,973,082 | $411,689 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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