CULTIVATING WEALTH

THE STANICH GROUP LLC Legal Name

Adviser information for CULTIVATING WEALTH last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	589	$131.2M
Non-Discretionary	0	$0
Total	589	$131.2M

Clients

Type	Number	RAUM
Individuals	118	$53.4M
HNW Individuals	53	$77.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$391,000
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$231,339
Other	0	$0

Type	Number
No. of Non-RAUM Clients	14
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-107270
SEC ERA File Number	801-107270
SEC CIK Numbers	None
SEC CRD Numbers	282447
Legal Entity Identifier	None

Principal Office

36 N. FARRAGUT RD.
MONTAUK
NY
United States

Monday - Friday, BY APPOINTMENT ONLY

Tel: (646) 693-7451, Fax: None

Websites

www.napfa.org/member/35885/22060 www.xyplanningnetwork.com/advisors/sara-stanich-cfp-cdfa/ www.linkedin.com/company/51702386/ www.vimeo.com/cultivatingwealth www.youtube.com/cultivatingwealth www.instagram.com/cultivatingwealth/ www.instagram.com/sstanich/ www.cultivatingwealth.com www.poweroverdivorce.com www.stanichgroup.com twitter.com/sarastanich www.facebook.com/cultivatingwealth/ www.feeonlynetwork.com/financial-advisor/liz-sylvan/ www.feeonlynetwork.com/financial-advisor/sara-stanich/ www.napfa.org/member/30621 www.napfa.org/member/89958/22060 www.linkedin.com/in/audreykemerson/ www.linkedin.com/in/liz-sylvan-cfp�-cdfa�-b5123825/ www.linkedin.com/in/sarastanich/ g.page/cultivating-wealth-montauk g.page/cultivating-wealth-brooklyn?share g.page/cultivating-wealth?share wealthtender.com/financial-advisors/sara-stanich-mba-cfp-cdfa-cepa/7 wealthtender.com/financial-advisors/liz-sylvan-cfp-cdfa/ wealthtender.com/advisory-firms/cultivating-wealth/

Chief Compliance Officer

SARA BETH STANICH

PRINCIPAL & CHIEF COMPLIANCE OFFICER

36 N. FARRAGUT RD.

MONTAUK

United States

Tel: (646) 221-8966

S***@********************M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners