SANDIFER WEALTH MANAGEMENT, INC.

Adviser information for SANDIFER WEALTH MANAGEMENT, INC. last updated from Form ADV on March 6th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Alabama, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-79414
SEC ERA File Number 801-79414
SEC CIK Numbers None
SEC CRD Numbers 166948
Legal Entity Identifier None

Principal Office

3615 OLD SHELL ROAD
MOBILE
AL
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 251-340-1984, Fax: 251-340-1997

Chief Compliance Officer

JAMES E. SANDIFER
PRESIDENT
3615 OLD SHELL ROAD
MOBILE
AL
United States
Tel: 251-340-1984
Fax: 251-340-1997
(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
SANDIFER, JAMES, EDWARD Individual PRESIDENT AND CHIEF COMPLIANCE OFFICER 09/1997 50-75%
SALYERS, MARC, DOUGLAS Individual PORTFOLIO MANAGER 03/2020 25-50%

No. Employees, Historic

10502019202020212022202320245 on 5/24/20195 on 11/8/20194 on 3/10/20204 on 6/9/20204 on 6/25/20204 on 9/2/20204 on 9/8/20204 on 9/9/20205 on 2/11/20215 on 5/4/20215 on 2/21/20225 on 12/20/20222 on 3/6/2023

RAUM, Historic

300M150M020192020202120222023132917799 on 5/24/2019132917799 on 11/8/2019163822202 on 3/10/2020163822202 on 6/9/2020163822202 on 6/25/2020163822202 on 9/2/2020163822202 on 9/8/2020163822202 on 9/9/2020182237693 on 2/11/2021182237693 on 5/4/2021221295133 on 2/21/2022221295133 on 12/20/2022

No. Clients, Historic

3001500201920202021202220232024200 on 5/24/2019200 on 11/8/2019204 on 3/10/2020204 on 6/9/2020204 on 6/25/2020204 on 9/2/2020204 on 9/8/2020204 on 9/9/2020215 on 2/11/2021215 on 5/4/2021216 on 2/21/2022216 on 12/20/20220 on 3/6/2023