WHITE SAND WEALTH MANAGEMENT
WHITE SAND WEALTH MANAGEMENT, LLC Legal Name
Adviser information for WHITE SAND WEALTH MANAGEMENT last updated from Form ADV on March 27th, 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 | Missouri, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 160 | $111.3M |
| Non-Discretionary | 0 | $0 |
| Total | 160 | $111.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 111 | $26.3M |
| HNW Individuals | 42 | $80.0M |
| 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 | $2.4M |
| Charitable organizations | <5 | $275,993 |
| State or municipal gov entities | 1 | $2.5M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-130027 |
|---|---|
| SEC ERA File Number | 801-130027 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304614 |
| Legal Entity Identifier | None |
Principal Office
131 S WATER STREETLIBERTY
MO
United States
Monday - Friday, 8:30 A.M. - 5 P.M.
Tel: 816-429-6743, Fax: None
Chief Compliance Officer
KAREN BURRIS
SR. FINANCIAL ADVISOR
131 S WATER STREET
LIBERTY
MO
United States
Tel:
816-429-6745
K****@*******T
(Full email address available in API data)
Regulatory Contact
JOEL HUET
OWNER
131 S. WATER STREET
LIBERTY
MO
United States
Tel:
816-429-6743
J***@*******T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUET, JOEL, KEVIN | Individual | – | OWNER | 05/2019 | > 75% |
| BURRIS, KAREN, KRISTY | Individual | – | SENIOR FINANCIAL ADVISOR, CCO | 01/2024 | < 5% |