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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-2019
- Office Locations
- 1
Office Locations
About White Sand Wealth Management
White Sand Wealth Management is a fee-only, CFP-led wealth management and financial planning firm based in Liberty, Missouri. The team works with individuals and families including retirees, physicians, and business owners, combining portfolio management with tax planning, retirement plan guidance, and insurance planning. Portfolios are implemented primarily with ETFs and other public funds, and the firm notes Charles Schwab as a custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL KEVIN HUET
Founder, Owner
- CRD
- #6096770
- Ownership
- 75% or more
KAREN KRISTY BURRIS
Chief Compliance Officer, Financial Advisor, General Partner, SENIOR FINANCIAL ADVISOR
- CRD
- #6097620
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Samuel Huet
Financial Advisor
- CRD
- #8081611
Kelly Lynn Kariker
Financial Advisor, General Partner
- CRD
- #6792877
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,416,408 | $875,210 |
| Non-Discretionary | $0 | -- |
| Total | $172,416,408 | $875,210 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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