WINTER PARK, FLCRD 291649Latest ADV March 27, 2026
Sandhill Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 27, 2026, reports $118M in regulatory assets under management, 2 employees, 1 office, and 217 accounts.
Assets Under Management
$118M
Employees
2
Offices
1 office
Total Clients
217
Primary office
WINTER PARK, FL
831 WEST MORSE BLVD, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
171
2
HNWI
15.7%
34
3
Corporations
4.1%
9
4
Charitable
0.9%
2
5
Pooled Investment Vehicles
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 27, 2026
Discretionary100.0%
$118M
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$118M
Total Accounts217
10Y AUM Change+$118M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee109:1
10Y Employee Change+1 (+100.0%)
* 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.