JACKSONVILLE, FLCRD 169274Latest ADV February 20, 2026
Sanchez Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated February 20, 2026, reports $571M in regulatory assets under management, 3 employees, and 1,502 accounts.
Assets Under Management
$571M
Employees
3
Offices
--
Total Clients
545
Primary office
JACKSONVILLE, FL
5150 BELFORT RD., SUITE 702, JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.2% of total clients.
Top client categories% of clientsClients
1
Individuals
67.2%
366
2
HNWI
31.6%
172
3
Corporations
0.7%
4
4
Pension Plans
0.4%
2
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$571Mas of February 20, 2026
Discretionary100.0%
$571M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$571M
Total Accounts1,502
10Y AUM Change+$433M (+314.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee182:1
10Y Employee Change-1 (-25.0%)
* 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.