Sard Wealth Managment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 10, 2026, reports $464M in regulatory assets under management, 3 employees, and 1,127 accounts.
Assets Under Management
$464M
Employees
3
Offices
--
Total Clients
325
Primary office
ATLANTA, GA
5607 GLENRIDGE DRIVE, SUITE 275, BUILDING II, ATLANTA, GA, United States
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
164
2
HNWI
47.7%
155
3
Pension Plans
1.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of February 10, 2026
Discretionary92.8%
$431M
93% of total RAUM92.8%
Non-discretionary7.2%
$33M
7% of total RAUM7.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$464M
Total Accounts1,127
10Y AUM Change+$304M (+190.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee108:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.