SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Adviser information for SANCHEZ WEALTH MANAGEMENT GROUP, LLC last updated from Form ADV on March 15th, 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 | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,069 | $342.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,069 | $342.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 301 | $99.3M |
| HNW Individuals | 123 | $235.1M |
| 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 | $4.9M |
| 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 | $2.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
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 AUMFixed fees |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 49.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| INVESTMENT MANAGEMENT PROGRAM II | SANCHEZ WEALTH MANAGEMENT GROUP, LLC |
Principal Office
5150 BELFORT RD., SUITE 702JACKSONVILLE
FL
United States
Monday - Friday, 8:30 A.M. TO 4:00 P.M.
Tel: 904-281-9261, Fax: 904-281-9257
Chief Compliance Officer
CHRISTEN SANCHEZ
MANAGING MEMBER, PRESIDENT
5150 BELFORT RD., SUITE 702
JACKSONVILLE
FL
United States
Tel:
904-281-9261
Fax:
904-281-9257
C****@****************M
(Full email address available in API data)
Regulatory Contact
DIONNE FAJARDO
ATTORNEY
ENGLANDER FISCHER
721 1ST AVE N
SAINT PETERSBURG
FL
United States
Tel:
7278987210
Fax:
7278987218
D*******@**********M
(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 |
|---|---|---|---|---|---|
| SANCHEZ, CHRISTEN, LEE | Individual | – | PRESIDENT, CCO, MANAGING MEMBER | 03/2010 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 904K | 9K | – |
| APPLE INC | COM | 2M | 7K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 307K | 1K | – |
| BIO-TECHNE CORP | COM | 2M | 21K | – |
| CATERPILLAR INC | COM | 518K | 2K | – |
| CSX CORP | COM | 1M | 44K | – |
| EATON CORP PLC | SHS | 290K | 925 | – |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 13M | 384K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 10M | 177K | – |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 9M | 204K | – |
| HERSHEY CO | COM | 331K | 2K | – |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 648K | 56K | – |
| INVESCO QQQ TR | UNIT SER 1 | 17M | 36K | – |
| ISHARES TR | RUS 1000 GRW ETF | 26M | 72K | – |
| ISHARES TR | CORE S&P500 ETF | 22M | 41K | – |
| ISHARES TR | MSCI USA MMENTM | 15M | 75K | – |
| J P MORGAN EXCHANGE TRADED | US QUALTY FCTR | 14M | 259K | – |
| JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 26M | 406K | – |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 10M | 183K | – |
| JOHNSON & JOHNSON | COM | 239K | 2K | – |
| JPMORGAN CHASE & CO. | COM | 353K | 2K | – |
| LOCKHEED MARTIN CORP | COM | 202K | 433 | – |
| LPL FINL HLDGS INC | COM | 460K | 2K | – |
| MICROSOFT CORP | COM | 409K | 915 | – |
| NVIDIA CORP | COM | 798K | 6K | – |
| PACER FDS TR | US CASH COWS 100 | 17M | 318K | – |
| PACER FDS TR | PACER US SMALL | 5M | 123K | – |
| PIMCO ETF TR | MULTISECTOR BD | 17M | 680K | – |
| PROSHARES TR | S&P 500 DV ARIST | 9M | 93K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 410K | 5K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 10M | 297K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 23M | 41K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 6M | 74K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 2M | 30K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 469K | 10K | – |
| UNION PAC CORP | COM | 221K | 978 | – |
| WISDOMTREE TR | US QTLY DIV GRT | 23M | 296K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 22M | 446K | – |